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Darren Munn

@Camelot Portfolios, Llc

Latest period2024 - Q3ReportedManaged Assets$101.694MTotal holdings139
Assets growth rate-42.54%Assets growth rate (2-Q avg)15.23%Continuous growth in asset value0 quarters

Portfolio positions

This chart displays the top 10 holdings in Camelot Portfolios, Llc's 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 139 positions.

Assets under management

The assets under management (AUM) of Camelot Portfolios, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 101.694M in assets, with a quarterly growth rate of -42.54% and a 2-quarter average growth rate of 15.23%. The portfolio is managed by Darren Munn, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
MMM3m Co
Recent Activity
Decreased -26.77%
1.33%
$1.351M
9,880 shares@ $136.71 avg price
DAUGFirst Tr Exchng Traded Fd Vi
Recent Activity
Decreased -21.46%
1.26%
$1.28M
32,720 shares@ $39.14 avg price
ESSEssex Ppty Tr Inc
Recent Activity
Decreased -32.82%
1.26%
$1.273M
4,308 shares@ $295.44 avg price
AZOAutozone Inc
Recent Activity
1.24%
$1.26M
400 shares@ $3150.04 avg price
YUMCYum China Hldgs Inc
Recent Activity
Decreased -3.53%
1.22%
$1.231M
27,341 shares@ $45.03 avg price
ESEversource Energy
Recent Activity
Increased 5.43%
1.19%
$1.209M
17,769 shares@ $68.06 avg price
PYPLPaypal Hldgs Inc
Recent Activity
New Position
1.16%
$1.173M
15,032 shares@ $78.04 avg price
AAPLApple Inc
Recent Activity
Decreased -49.01%
1.12%
$1.132M
4,857 shares@ $233.01 avg price
FDMFirst Tr Dow Jones Select Mi
Recent Activity
Decreased -17.64%
1.11%
$1.124M
17,533 shares@ $64.11 avg price
VSSVanguard Intl Equity Index F
Recent Activity
Decreased -18.67%
1.05%
$1.065M
8,455 shares@ $125.97 avg price