CC

Criteria Caixa Portfolio holdings

AUM $762M
1-Year Est. Return 8.11%
This Quarter Est. Return
1 Year Est. Return
+8.11%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$618M
AUM Growth
+$90.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
27
New
Increased
Reduced
Closed

Top Buys

1 +$13.1M
2 +$9.46M
3 +$6.42M
4
ABBV icon
AbbVie
ABBV
+$4.79M
5
IBM icon
IBM
IBM
+$1.39M

Top Sells

1 +$2.37M
2 +$1.59M
3 +$1.58M
4
LYB icon
LyondellBasell Industries
LYB
+$1.55M
5
MGA icon
Magna International
MGA
+$792K

Sector Composition

1 Healthcare 25.14%
2 Consumer Staples 18.35%
3 Consumer Discretionary 15.46%
4 Communication Services 12.03%
5 Technology 11.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
-8,818
27
-16,911