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
$173M
AUM Growth
+$17.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
635
New
Increased
Reduced
Closed

Top Sells

1 +$499K
2 +$135K
3 +$110K
4
FLUT icon
Flutter Entertainment
FLUT
+$107K
5
NEM icon
Newmont
NEM
+$102K

Sector Composition

1 Technology 28.04%
2 Financials 12.93%
3 Consumer Discretionary 9.62%
4 Healthcare 9.24%
5 Communication Services 7.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
226
$142K 0.08%
10,692
227
$142K 0.08%
2,472
+13
228
$140K 0.08%
1,059
229
$140K 0.08%
493
230
$139K 0.08%
197
231
$139K 0.08%
969
+31
232
$137K 0.08%
323
233
$137K 0.08%
2,563
+130
234
$136K 0.08%
1,107
235
$135K 0.08%
6,341
236
$135K 0.08%
227
237
$134K 0.08%
224
238
$134K 0.08%
771
239
$133K 0.08%
13,659
240
$131K 0.08%
415
241
$131K 0.08%
933
242
$130K 0.08%
3,169
+269
243
$130K 0.07%
1,535
244
$128K 0.07%
1,082
245
$127K 0.07%
2,802
246
$125K 0.07%
2,697
247
$125K 0.07%
703
248
$125K 0.07%
2,064
249
$124K 0.07%
118
250
$124K 0.07%
888