CH

Cromwell Holdings Portfolio holdings

AUM $187M
1-Year Est. Return 27.11%
This Quarter Est. Return
1 Year Est. Return
+27.11%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$156M
AUM Growth
-$11.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
632
New
Increased
Reduced
Closed

Top Buys

1 +$650K
2 +$648K
3 +$425K
4
AAPL icon
Apple
AAPL
+$415K
5
PFE icon
Pfizer
PFE
+$220K

Sector Composition

1 Technology 30.22%
2 Financials 13.55%
3 Healthcare 11.4%
4 Consumer Discretionary 9.46%
5 Communication Services 8.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
226
$142K 0.09%
938
227
$141K 0.09%
951
+40
228
$141K 0.09%
4,248
229
$141K 0.09%
4,768
230
$139K 0.09%
493
231
$138K 0.09%
582
232
$137K 0.09%
1,535
233
$137K 0.09%
1,168
-29
234
$134K 0.09%
756
235
$134K 0.09%
567
+22
236
$134K 0.09%
1,816
237
$133K 0.09%
2,802
238
$132K 0.08%
727
239
$132K 0.08%
5,957
240
$131K 0.08%
1,082
241
$131K 0.08%
41,924
242
$131K 0.08%
224
243
$130K 0.08%
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244
$129K 0.08%
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$129K 0.08%
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246
$128K 0.08%
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247
$128K 0.08%
2,697
248
$126K 0.08%
1,216
249
$126K 0.08%
249
+17
250
$126K 0.08%
30,034