CRM
Cramer Rosenthal McGlynn Portfolio holdings
AUM
$1.45B
1-Year Return
11.49%
This Quarter Return
+3.52%
1 Year Return
+11.49%
3 Year Return
+60.88%
5 Year Return
+159.8%
10 Year Return
+308.61%
AUM
$3.65B
AUM Growth
-$553M
(-13%)
Cap. Flow
-$625M
Cap. Flow
% of AUM
-17.15%
Top 10 Holdings %
Top 10 Hldgs %
23.81%
Holding
134
New
7
Increased
20
Reduced
77
Closed
17
Top Buys
| 1 |
Clarivate
CLVT
|
$76.1M |
| 2 |
Hancock Whitney
HWC
|
$38.1M |
| 3 |
Selective Insurance
SIGI
|
$27.3M |
| 4 |
American Financial Group
AFG
|
$25.6M |
| 5 |
Albany International
AIN
|
$19.9M |
Top Sells
| 1 |
Wells Fargo
WFC
|
$59.7M |
| 2 |
AGN
Allergan plc
AGN
|
$56.4M |
| 3 |
Edgewell Personal Care
EPC
|
$44.4M |
| 4 |
TriNet
TNET
|
$38.9M |
| 5 |
Microsoft
MSFT
|
$35.7M |
Sector Composition
| 1 | Industrials | 19.05% |
| 2 | Financials | 17.51% |
| 3 | Technology | 12.74% |
| 4 | Consumer Discretionary | 9.74% |
| 5 | Real Estate | 7.04% |
