CG

Curat Global Portfolio holdings

AUM $90M
1-Year Est. Return 21.52%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.52%
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 +$3.06M
2 +$1.48M
3 +$938K
4
K
Kellanova
K
+$890K
5
TXN icon
Texas Instruments
TXN
+$735K

Sector Composition

1 Technology 17.61%
2 Healthcare 11.01%
3 Industrials 8.1%
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
$20.9B
$85.1K 0.08%
203
ARCB icon
152
ArcBest
ARCB
$2.5B
$84.3K 0.08%
1,209
TTE icon
153
TotalEnergies
TTE
$158B
$83.6K 0.08%
1,400
UNH icon
154
UnitedHealth
UNH
$251B
$82.9K 0.08%
240
BCC icon
155
Boise Cascade
BCC
$3.37B
$81.6K 0.08%
1,056
KMB icon
156
Kimberly-Clark
KMB
$34.6B
$80.8K 0.08%
650
CBT icon
157
Cabot Corp
CBT
$3.89B
$76K 0.07%
1,000
EMN icon
158
Eastman Chemical
EMN
$8.83B
$75.7K 0.07%
1,200
KO icon
159
Coca-Cola
KO
$340B
$75.3K 0.07%
1,140
R icon
160
Ryder
R
$8.78B
$71.7K 0.07%
380
BIIB icon
161
Biogen
BIIB
$29.5B
$70.5K 0.07%
503
MATX icon
162
Matsons
MATX
$5.08B
$70K 0.07%
705
+1
CLX icon
163
Clorox
CLX
$14.4B
$69.7K 0.07%
565
TROW icon
164
T. Rowe Price
TROW
$20.7B
$67.7K 0.06%
659
+1
BAX icon
165
Baxter International
BAX
$11.2B
$65.2K 0.06%
2,864
WAT icon
166
Waters Corp
WAT
$22.7B
$64.8K 0.06%
216
RGA icon
167
Reinsurance Group of America
RGA
$14.8B
$62.1K 0.06%
324
HBAN icon
168
Huntington Bancshares
HBAN
$39.1B
$59.4K 0.06%
3,442
JPM icon
169
JPMorgan Chase
JPM
$869B
$56.8K 0.05%
180
SPY icon
170
State Street SPDR S&P 500 ETF Trust
SPY
$709B
$56.3K 0.05%
85
MAN icon
171
ManpowerGroup
MAN
$1.7B
$55.6K 0.05%
1,466
SO icon
172
Southern Company
SO
$99.2B
$55.5K 0.05%
574
ZION icon
173
Zions Bancorporation
ZION
$9.64B
$54.3K 0.05%
1,000
+500
HIG icon
174
Hartford Financial Services
HIG
$39.5B
$53.4K 0.05%
400
CAT icon
175
Caterpillar
CAT
$340B
$52.5K 0.05%
110