CM

CS McKee Portfolio holdings

AUM $1.09B
1-Year Est. Return 31.33%
This Quarter Est. Return
1 Year Est. Return
+31.33%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.25B
AUM Growth
-$57.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
101
New
Increased
Reduced
Closed

Top Buys

1 +$529K
2 +$394K
3 +$367K

Top Sells

1 +$4.81M
2 +$3.69M
3 +$3.62M
4
WFC icon
Wells Fargo
WFC
+$3.55M
5
BHI
Baker Hughes
BHI
+$3.42M

Sector Composition

1 Financials 19.41%
2 Technology 19.32%
3 Healthcare 14.98%
4 Industrials 13.3%
5 Communication Services 9.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
-15,800