CWM

Cranbrook Wealth Management Portfolio holdings

AUM $498M
1-Year Est. Return 12.26%
This Quarter Est. Return
1 Year Est. Return
+12.26%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$406M
AUM Growth
+$11.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
317
New
Increased
Reduced
Closed

Top Buys

1 +$5.03M
2 +$2.19M
3 +$1.81M
4
MSFT icon
Microsoft
MSFT
+$989K
5
JPM icon
JPMorgan Chase
JPM
+$958K

Sector Composition

1 Technology 3.06%
2 Healthcare 1.68%
3 Financials 1.11%
4 Consumer Discretionary 0.65%
5 Industrials 0.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
201
$33.7K 0.01%
500
202
$31.3K 0.01%
383
203
$30.6K 0.01%
60
204
$29.5K 0.01%
400
205
$29.2K 0.01%
150
206
$29K 0.01%
210
207
$27.6K 0.01%
287
+250
208
$26.1K 0.01%
106
209
$25.5K 0.01%
66
210
$24.7K 0.01%
600
211
$24.4K 0.01%
589
212
$24.3K 0.01%
139
213
$24.1K 0.01%
540
214
$24.1K 0.01%
150
215
$23.8K 0.01%
256
-129
216
$22.7K 0.01%
+131
217
$22K 0.01%
658
218
$21.5K 0.01%
230
219
$21.3K 0.01%
1,005
220
$20.3K 0.01%
199
-38
221
$19.8K ﹤0.01%
498
222
$19.6K ﹤0.01%
508
223
$19.5K ﹤0.01%
250
224
$18.8K ﹤0.01%
300
225
$18K ﹤0.01%
180