CA

Cullinan Associates Portfolio holdings

AUM $1.52B
1-Year Est. Return 25.73%
This Quarter Est. Return
1 Year Est. Return
+25.73%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.33B
AUM Growth
+$120M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
185
New
Increased
Reduced
Closed

Top Buys

1 +$7.04M
2 +$4.4M
3 +$3.99M
4
WMT icon
Walmart
WMT
+$3.41M
5
UNH icon
UnitedHealth
UNH
+$2.99M

Top Sells

1 +$32.9M
2 +$20.1M
3 +$7.68M
4
XYZ
Block Inc
XYZ
+$4.2M
5
BYD icon
Boyd Gaming
BYD
+$4.05M

Sector Composition

1 Consumer Staples 31.03%
2 Technology 14.88%
3 Financials 12.99%
4 Healthcare 10.35%
5 Industrials 7.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
176
$8K ﹤0.01%
12,000
177
-195,000
178
-6,534
179
-4,065
180
-99,400