SWM
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Sendero Wealth Management’s Core & Main CNM Stock Holding History

Sendero Wealth Management’s Portfolio CNM Stock Details CNM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$840K Buy
17,004
+5
+0% +$269 0.09% 121
2025
Q4 		$883K Hold
16,999
– – 0.1% 118
2025
Q3 		$915K Buy
16,999
+2,660
+19% +$161K 0.11% 109
2025
Q2 		$865K Sell
14,339
-2,687
-16% -$144K 0.11% 109
2025
Q1 		$823K Buy
17,026
+2,497
+17% +$129K 0.11% 104
2024
Q4 		$740K Hold
14,529
– – 0.11% 104
2024
Q3 		$645K Buy
14,529
+2,588
+22% +$124K 0.1% 106
2024
Q2 		$584K Hold
11,941
– – 0.1% 111
2024
Q1 		$684K Hold
11,941
– – 0.12% 107
2023
Q4 		$483K Buy
11,941
+1,100
+10% +$37.2K 0.09% 121
2023
Q3 		$313K Buy
+10,841
New +$335K 0.07% 132

Other funds holding CNM

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Select Equity Group
Select Equity Group New York $18.8B AUM 17.33% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Royal London Asset Management
Royal London Asset Management United Kingdom $47.7B AUM 29.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return