We are live on ! Find out more
JWCA

J.W. Childs Associates Portfolio holdings

AUM $456M
1-Year Est. Return 0%
This Fund
S&P 500
This Quarter Est. Return
0%
1 Year Est. Return
0%
3 Year Est. Return
0%
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$806M
AUM Growth
+$80.7M
Cap. Flow
$0
Cap. Flow %
0%
Top 10 Hldgs %
100%
Holding
1
New
–
Increased
–
Reduced
–
Closed
–

Top Buys

No buys this quarter

Top Sells

No sells this quarter

Sector Composition

Rank Sector Weight

No holdings matched the selected filter criteria.

Similar funds

ACM
Anandar Capital Management New York $436M AUM 10.97% 1-Year Est. Return
THSP
Taube Hodson Stonex Partners London, United Kingdom $488M AUM 4.7% 1-Year Est. Return
ICAS
Investors Capital Advisory Services Lynnfield, Massachusetts $521M AUM 1.51% 1-Year Est. Return
TT
Tiedemann Trust Wilmington, Delaware $542M AUM 1.38% 1-Year Est. Return
WA
Westport Advisers Westport, Connecticut $542M AUM 2.07% 1-Year Est. Return
BAM
Burnham Asset Management New York $359M AUM 1.63% 1-Year Est. Return
FNB
First Niagara Bank Lockport, New York $350M AUM 7.06% 1-Year Est. Return
FVFIGP
Flagship Ventures Fund IV General Partner Cambridge, Massachusetts $585M AUM

J.W. Childs Associates's Q1 2014 Portfolio in Review

As of Q1 2014, J.W. Childs Associates held 1 position worth $806M, up 11% from $725M the previous quarter. Its ten largest holdings account for 100% of the portfolio.

Trading was light in Q1 2014: portfolio turnover was 0%. J.W. Childs Associates opened no new positions and made no exits, leaving the 1-position portfolio largely intact.

  • J.W. Childs Associates's ten largest holdings make up 100% of its $806M portfolio in Q1 2014.
  • J.W. Childs Associates opened 0 new positions and closed 0 in Q1 2014.
  • J.W. Childs Associates's portfolio value rose 11% quarter-over-quarter to $806M.

Based on J.W. Childs Associates's 13F filing for Q1 2014, filed 7 May 2014.