CGH

Crossmark Global Holdings Portfolio holdings

AUM $6.97B
1-Year Est. Return 27.22%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+27.22%
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 +$80.7M
2 +$71.1M
3 +$34.2M
4
META icon
Meta Platforms (Facebook)
META
+$31.9M
5
HD icon
Home Depot
HD
+$31.4M

Top Sells

No sells this quarter

Sector Composition

1 Financials 17.92%
2 Technology 15.63%
3 Healthcare 11.45%
4 Industrials 9.77%
5 Consumer Discretionary 9.75%
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