CPP

Crow Point Partners Portfolio holdings

AUM $58.8M
1-Year Est. Return 32.62%
This Quarter Est. Return
1 Year Est. Return
+32.62%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$772M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
240
New
Increased
Reduced
Closed

Top Buys

1 +$33.7M
2 +$29.1M
3 +$28.7M
4
ES icon
Eversource Energy
ES
+$24.6M
5
SRE icon
Sempra
SRE
+$24.2M

Top Sells

No sells this quarter

Sector Composition

1 Utilities 31.44%
2 Communication Services 15.47%
3 Energy 11.82%
4 Real Estate 8.51%
5 Financials 3.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
201
0