CRM

Cramer Rosenthal McGlynn Portfolio holdings

AUM $1.45B
1-Year Est. Return 11.49%
This Quarter Est. Return
1 Year Est. Return
+11.49%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.08B
AUM Growth
-$93M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
103
New
Increased
Reduced
Closed

Top Buys

1 +$13.3M
2 +$11.6M
3 +$11.2M
4
HMN icon
Horace Mann Educators
HMN
+$11.1M
5
SCHW icon
Charles Schwab
SCHW
+$9.26M

Top Sells

1 +$13.7M
2 +$12.1M
3 +$12M
4
AAT
American Assets Trust
AAT
+$9.89M
5
CLH icon
Clean Harbors
CLH
+$8.19M

Sector Composition

1 Industrials 23.47%
2 Financials 20.69%
3 Technology 9.77%
4 Consumer Discretionary 9.56%
5 Healthcare 8.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
$975K 0.05%
6,977
+23
102
$277K 0.01%
1,000
103
-1,280,043