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
$3.53B
AUM Growth
-$8.76M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
127
New
Increased
Reduced
Closed

Top Buys

1 +$40.9M
2 +$30.6M
3 +$30.2M
4
AIT icon
Applied Industrial Technologies
AIT
+$23.9M
5
HUM icon
Humana
HUM
+$22.2M

Top Sells

1 +$47.3M
2 +$36.3M
3 +$34.7M
4
CSL icon
Carlisle Companies
CSL
+$33.5M
5
THG icon
Hanover Insurance
THG
+$25.5M

Sector Composition

1 Industrials 21.64%
2 Financials 17.22%
3 Technology 10.21%
4 Healthcare 8.93%
5 Consumer Discretionary 8.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
-783,530