CAMPBELL CAPITAL MANAGEMENT INC Portfolio Analytics

Investment Analysis & Holdings Breakdown

Comprehensive portfolio analytics for CAMPBELL CAPITAL MANAGEMENT INC, 34% allocated to Technology.

Top Sector: Technology (34%)
Market Cap Focus: Mega Cap

Composition Analysis

Portfolio breakdown by sector, industry, and market capitalization

Sector Allocation

Technology

34.20%

Communication Services

22.20%

Financial Services

11.50%

Consumer Cyclical

10.30%

ETF

6.00%

Utilities

5.20%

Healthcare

3.40%

Energy

1.60%

Consumer Defensive

1.00%

Industrials

0.80%

Industry Breakdown

No industry data available

Market Cap Distribution

Mega Cap (> $200B)

53.91%

Large Cap ($10B - $200B)

34.84%

Mid Cap ($2B - $10B)

1.42%

N/A (ETF or Unknown)

9.83%

Portfolio Concentration

No concentration data available

Geographic Exposure

Portfolio breakdown by country of incorporation

No geographic data available

Holding Behavior

Investment patterns and position management analysis

Portfolio Stability & Commitment

Avg. Top 10: 5.6 quarters
Avg. Top 20: 3.7 quarters
Avg. All Positions: 3.8 quarters
Median Holding Period: 5 quarters
Persistence Rate: 53.33%
Persistent Holdings Weight: 72.45%
Persistent Positions: 24
Longest Held: Chevron CorporationCVX - 7 quarters

Position Sizing & Influence

No data available

Portfolio Turnover

Current Quarter

Turnover Ratio: 18.2%
Value Traded: $47.26M
Positions Added: 6
Positions Exited: 15

Historical (Since Q4 2018)

Avg. Turnover Ratio: 2279.8%
Avg. Positions Added: 9
Avg. Positions Exited: 10
Highest Turnover: 61055.9%
Q1 2021
Lowest Turnover: 6.2%
Q3 2021