CALDWELL INVESTMENT MANAGEMENT LTD.
CALDWELL INVESTMENT MANAGEMENT LTD. runs CALDWELL INVESTMENT MANAGEMENT LTD. and currently holds 55 stock positions, which is fewer than the average of 229 among the investors we track. The portfolio is valued at approximately $255.17M. Their top 5 holdings are various securities, which collectively represent 0.0% of the portfolio's total weight. CALDWELL INVESTMENT MANAGEMENT LTD. ranks #N/A out of 1000 investors tracked based on their composite Alpha Score. Over the past year, CALDWELL INVESTMENT MANAGEMENT LTD.'s portfolio at CALDWELL INVESTMENT MANAGEMENT LTD. has delivered returns of +9.24%. Their 3-year annualized return is +83.58%. Looking at the 5-year horizon, CALDWELL INVESTMENT MANAGEMENT LTD. has achieved +64.46% annualized returns at CALDWELL INVESTMENT MANAGEMENT LTD..
Portfolio Value
$255.17M
Alpha Score
52.5
#0 of 1000
Holdings
55
0 stock holdings
| Holding | Weight | Avg Buy | Current | Return | Quarter Change |
|---|---|---|---|---|---|