CG

Curat Global Portfolio holdings

AUM $90M
1-Year Est. Return 21.54%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.54%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$107M
AUM Growth
+$1.83M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
297
New
Increased
Reduced
Closed

Top Sells

1 +$2.71M
2 +$1.38M
3 +$885K
4
TXN icon
Texas Instruments
TXN
+$782K
5
GLW icon
Corning
GLW
+$771K

Sector Composition

1 Technology 17.61%
2 Healthcare 11.01%
3 Industrials 8.3%
4 Financials 8.04%
5 Consumer Staples 4.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
UTHR icon
151
United Therapeutics
UTHR
$25.9B
$85.1K 0.08%
203
ARCB icon
152
ArcBest
ARCB
$2.09B
$84.3K 0.08%
1,209
TTE icon
153
TotalEnergies
TTE
$197B
$83.6K 0.08%
1,400
UNH icon
154
UnitedHealth
UNH
$237B
$82.9K 0.08%
240
BCC icon
155
Boise Cascade
BCC
$2.68B
$81.6K 0.08%
1,056
KMB icon
156
Kimberly-Clark
KMB
$32B
$80.8K 0.08%
650
CBT icon
157
Cabot Corp
CBT
$3.95B
$76K 0.07%
1,000
EMN icon
158
Eastman Chemical
EMN
$8.31B
$75.7K 0.07%
1,200
KO icon
159
Coca-Cola
KO
$330B
$75.3K 0.07%
1,140
R icon
160
Ryder
R
$7.78B
$71.7K 0.07%
380
BIIB icon
161
Biogen
BIIB
$27.5B
$70.5K 0.07%
503
MATX icon
162
Matsons
MATX
$4.81B
$70K 0.07%
705
+1
CLX icon
163
Clorox
CLX
$12.4B
$69.7K 0.07%
565
TROW icon
164
T. Rowe Price
TROW
$19.4B
$67.7K 0.06%
659
+1
BAX icon
165
Baxter International
BAX
$8.15B
$65.2K 0.06%
2,864
WAT icon
166
Waters Corp
WAT
$28.7B
$64.8K 0.06%
216
RGA icon
167
Reinsurance Group of America
RGA
$13.2B
$62.1K 0.06%
324
HBAN icon
168
Huntington Bancshares
HBAN
$30.7B
$59.4K 0.06%
3,442
JPM icon
169
JPMorgan Chase
JPM
$769B
$56.8K 0.05%
180
SPY icon
170
State Street SPDR S&P 500 ETF Trust
SPY
$637B
$56.3K 0.05%
85
MAN icon
171
ManpowerGroup
MAN
$1.37B
$55.6K 0.05%
1,466
SO icon
172
Southern Company
SO
$109B
$55.5K 0.05%
574
ZION icon
173
Zions Bancorporation
ZION
$8.15B
$54.3K 0.05%
1,000
+500
HIG icon
174
Hartford Financial Services
HIG
$37.1B
$53.4K 0.05%
400
CAT icon
175
Caterpillar
CAT
$312B
$52.5K 0.05%
110