CRM

Cramer Rosenthal McGlynn Portfolio holdings

AUM $1.56B
1-Year Est. Return 9.6%
This Quarter Est. Return
1 Year Est. Return
+9.6%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.56B
AUM Growth
+$103M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
101
New
Increased
Reduced
Closed

Top Buys

1 +$29.4M
2 +$28.4M
3 +$16.3M
4
U icon
Unity
U
+$16.2M
5
MDB icon
MongoDB
MDB
+$16.1M

Top Sells

1 +$41.5M
2 +$29.2M
3 +$24.9M
4
AVGO icon
Broadcom
AVGO
+$21.1M
5
EXP icon
Eagle Materials
EXP
+$16.8M

Sector Composition

1 Technology 20.07%
2 Financials 19.6%
3 Consumer Discretionary 16.42%
4 Industrials 16.16%
5 Healthcare 6.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
UE icon
101
Urban Edge Properties
UE
$2.42B
-134,730