CM

Crestline Management Portfolio holdings

AUM $62.6M
1-Year Est. Return 18.06%
This Quarter Est. Return
1 Year Est. Return
-18.06%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$818M
AUM Growth
+$136M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
254
New
Increased
Reduced
Closed

Top Buys

1
+$13M
2
+$11.1M
3
+$10.6M
4
WFC icon
Wells Fargo
WFC
+$10.5M
5
BTU icon
Peabody Energy
BTU
+$10.3M

Top Sells

1
+$10.4M
2
+$8.43M
3
+$8.1M
4
CBOE icon
Cboe Global Markets
CBOE
+$6.95M
5
TFC icon
Truist Financial
TFC
+$6.62M

Sector Composition

1 Financials 21.19%
2 Technology 20.99%
3 Healthcare 20.48%
4 Utilities 11.91%
5 Industrials 11.05%
Name Market Value Portfolio Weight Shares or Principal Change
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