CPP
Crow Point Partners Portfolio holdings
AUM
$58.8M
This Quarter Return
-0.68%
1 Year Return
+32.62%
3 Year Return
+55.82%
5 Year Return
–
10 Year Return
–
AUM
$731M
AUM Growth
–
Cap. Flow
+$722M
Cap. Flow
% of AUM
98.67%
Top 10 Holdings %
Top 10 Hldgs %
34.68%
Holding
261
New
242
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
CLDT
Chatham Lodging
CLDT
|
$36.8M |
| 2 |
ITC
ITC HOLDINGS CORP
ITC
|
$27.5M |
| 3 |
NextEra Energy, Inc.
NEE
|
$27.1M |
| 4 |
Eversource Energy
ES
|
$26M |
| 5 |
Edison International
EIX
|
$25.6M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Utilities | 35.08% |
| 2 | Real Estate | 15.24% |
| 3 | Communication Services | 13.38% |
| 4 | Energy | 8.23% |
| 5 | Financials | 4.88% |
