CPA

Cowen Prime Advisors Portfolio holdings

AUM $290M
1-Year Est. Return 57.79%
This Quarter Est. Return
1 Year Est. Return
+57.79%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$260M
AUM Growth
+$3.77M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
318
New
Increased
Reduced
Closed

Top Sells

1 +$21.2M
2 +$5.64M
3 +$3.57M
4
DOC icon
Healthpeak Properties
DOC
+$2.53M
5
ACCL
Accelrys Inc
ACCL
+$2.32M

Sector Composition

1 Technology 33.18%
2 Industrials 12.91%
3 Healthcare 9.5%
4 Energy 5.1%
5 Real Estate 4.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
201
$19K 0.01%
160
202
$19K 0.01%
405
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203
$19K 0.01%
2,068
204
$19K 0.01%
775
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$18K 0.01%
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$18K 0.01%
359
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$17K 0.01%
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+500
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524
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$16K 0.01%
229
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$16K 0.01%
300
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$16K 0.01%
250
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$15K 0.01%
388
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$15K 0.01%
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$14K 0.01%
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216
$14K 0.01%
+831
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218
$14K 0.01%
+2,000
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$14K 0.01%
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$13K 0.01%
500
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221
$12K ﹤0.01%
761
-5,000
222
$12K ﹤0.01%
334
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223
$11K ﹤0.01%
204
+2
224
$11K ﹤0.01%
284
225
$11K ﹤0.01%
102
+1