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
451
$51.1K 0.03%
+198
452
$51K 0.03%
888
+18
453
$50.9K 0.03%
1,110
454
$50.6K 0.03%
586
+7
455
$50.3K 0.03%
693
456
$50.2K 0.03%
857
457
$49.8K 0.03%
2,104
458
$49.8K 0.03%
+665
459
$49.6K 0.03%
662
+46
460
$49.4K 0.03%
376
+170
461
$49.3K 0.03%
445
462
$49K 0.03%
829
463
$48.6K 0.03%
2,838
464
$48.5K 0.03%
880
465
$48.3K 0.03%
1,315
466
$48.2K 0.03%
154
467
$48.1K 0.03%
+960
468
$47.9K 0.03%
+416
469
$47.9K 0.03%
5,946
470
$47.8K 0.03%
264
471
$47.5K 0.03%
3,062
-2,163
472
$47.4K 0.03%
2,343
473
$46.4K 0.03%
1,695
474
$46.2K 0.03%
2,280
475
$46.1K 0.03%
1,793