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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
BIIBBiogen Inc
Recent Activity
Exited
0%
$440,458
1,900 shares@ $231.82 avg price
CAGConagra Brands Inc
Recent Activity
Exited
0%
$413,114
14,536 shares@ $28.43 avg price
EDConsolidated Edison Inc
Recent Activity
Exited
0%
$389,712
4,358 shares@ $89.43 avg price
SPGSimon Ppty Group Inc New
Recent Activity
Exited
0%
$381,809
2,515 shares@ $151.82 avg price
CVXChevron Corp New
Recent Activity
Exited
0%
$380,188
2,431 shares@ $156.4 avg price
ETWEaton Vance Tax-managed Glob
Recent Activity
Exited
0%
$375,458
45,400 shares@ $8.27 avg price
TTDThe Trade Desk Inc
Recent Activity
Exited
0%
$375,264
3,842 shares@ $97.68 avg price
METAMeta Platforms Inc
Recent Activity
Exited
0%
$372,619
739 shares@ $504.23 avg price
PRIMPrimoris Svcs Corp
Recent Activity
Exited
0%
$367,099
7,358 shares@ $49.9 avg price
PDMPiedmont Office Realty Tr In
Recent Activity
Exited
0%
$366,125
50,500 shares@ $7.25 avg price