CGH

Crossmark Global Holdings Portfolio holdings

AUM $6.19B
1-Year Est. Return 22.87%
This Quarter Est. Return
1 Year Est. Return
+22.87%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$3.88B
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,636
New
Increased
Reduced
Closed

Top Buys

1 +$80.2M
2 +$72.5M
3 +$33.8M
4
HD icon
Home Depot
HD
+$33.5M
5
META icon
Meta Platforms (Facebook)
META
+$32.7M

Top Sells

No sells this quarter

Sector Composition

1 Financials 17.92%
2 Technology 15.67%
3 Healthcare 11.45%
4 Consumer Discretionary 9.75%
5 Industrials 9.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1626
$48K ﹤0.01%
+1,234
1627
$44K ﹤0.01%
+11,610
1628
$41K ﹤0.01%
+16,243
1629
$29K ﹤0.01%
+11,000
1630
$24K ﹤0.01%
+11,003