CH
Cromwell Holdings Portfolio holdings
AUM
$187M
1-Year Est. Return
27.11%
1 Year Est. Return
+27.11%
AUM
$165M
AUM Growth
+$9.45M
(+6.1%)
Holding
1,029
Top Buys
| 1 | +$856K | |
| 2 | +$743K | |
| 3 | +$310K | |
| 4 |
Charles Schwab
SCHW
|
+$266K |
| 5 |
NextEra Energy
NEE
|
+$258K |
Top Sells
| 1 | +$4.55M | |
| 2 | +$2.25M | |
| 3 | +$1M | |
| 4 |
Apple
AAPL
|
+$544K |
| 5 |
Bank of America
BAC
|
+$420K |
Sector Composition
| 1 | Technology | 32.43% |
| 2 | Financials | 15.51% |
| 3 | Consumer Discretionary | 10% |
| 4 | Healthcare | 9.53% |
| 5 | Communication Services | 9.34% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
1026
Centene
CNC
$16.9B
| – | – |
-1,304
|
|
||
1027
Cleveland-Cliffs
CLF
$6.01B
| – | – |
-50
|
|
||
1028
BellRing Brands
BRBR
$3.59B
| – | – |
-10
|
|
||
1029
Avantor
AVTR
$7.83B
| – | – |
-48
|
|