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
301
$97.1K 0.06%
715
-56
302
$97K 0.06%
811
303
$96.6K 0.06%
776
304
$96.2K 0.06%
384
305
$95.3K 0.06%
1,266
+1,082
306
$94.4K 0.06%
1,977
307
$93.7K 0.06%
+2,518
308
$93.2K 0.06%
2,299
309
$92.5K 0.06%
411
310
$92.5K 0.06%
613
311
$92.3K 0.06%
1,551
312
$92K 0.06%
1,606
313
$91.4K 0.06%
404
314
$90.9K 0.06%
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315
$90.7K 0.06%
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316
$90.7K 0.06%
227
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317
$88.4K 0.06%
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318
$87.6K 0.06%
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$87.5K 0.06%
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$87.4K 0.06%
1,204
321
$87.1K 0.06%
548
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$86.9K 0.06%
1,320
323
$86.7K 0.06%
508
324
$86.6K 0.06%
347
325
$85.6K 0.06%
2,398