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
$227M
AUM Growth
+$12.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
285
New
Increased
Reduced
Closed

Top Buys

1
+$2.6M
2
+$2.25M
3
+$2.08M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$2.01M
5
YUM icon
Yum! Brands
YUM
+$1.76M

Top Sells

1
+$3.87M
2
+$2.74M
3
+$2.1M
4
BX icon
Blackstone
BX
+$1.8M
5
CYT
CYTEC INDS INC
CYT
+$1.15M

Sector Composition

1 Technology 31.95%
2 Healthcare 19.77%
3 Industrials 12.12%
4 Real Estate 6.35%
5 Communication Services 4.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$4K ﹤0.01%
267
202
$3K ﹤0.01%
26
203
$3K ﹤0.01%
+344
204
$3K ﹤0.01%
500
-37,500
205
$3K ﹤0.01%
1,350
-300
206
$2K ﹤0.01%
62
207
$2K ﹤0.01%
+114
208
$2K ﹤0.01%
200
-240
209
$2K ﹤0.01%
23
210
$2K ﹤0.01%
700
211
$2K ﹤0.01%
2,000
-500
212
$2K ﹤0.01%
29
213
$1K ﹤0.01%
50
214
$1K ﹤0.01%
200
215
$1K ﹤0.01%
38
+1
216
$1K ﹤0.01%
35
217
$1K ﹤0.01%
16
218
$1K ﹤0.01%
17
219
$1K ﹤0.01%
11
220
$1K ﹤0.01%
19
221
$1K ﹤0.01%
22
222
$1K ﹤0.01%
40
223
$1K ﹤0.01%
20
224
$1K ﹤0.01%
242
225
$1K ﹤0.01%
22
7 8
9
10 11