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Stephanie West

@Capital Market Strategies Llc

Latest period2024 - Q4ReportedManaged Assets$173.779MTotal holdings156
Assets growth rate4.71%Assets growth rate (2-Q avg)4.74%Continuous growth in asset value5 quarters

Portfolio positions

This chart displays the top 10 holdings in Capital Market Strategies Llc's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 156 positions.

Assets under management

The assets under management (AUM) of Capital Market Strategies Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 5 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 173.779M in assets, with a quarterly growth rate of 4.71% and a 2-quarter average growth rate of 4.74%. The portfolio is managed by Stephanie West, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
CYBRCyberark Software Ltd
Recent Activity
New Position
0.48%
$826,545
2,481 shares@ $333.15 avg price
SYMSymbotic Inc
Recent Activity
New Position
0.47%
$801,517
33,805 shares@ $23.72 avg price
ASMLAsml Holding N V
Recent Activity
New Position
0.46%
$796,349
1,149 shares@ $693.09 avg price
ARMArm Holdings Plc
Recent Activity
New Position
0.4%
$693,777
5,624 shares@ $123.37 avg price
NETCloudflare Inc
Recent Activity
New Position
0.38%
$647,264
6,011 shares@ $107.68 avg price
NFLXNetflix Inc
Recent Activity
New Position
0.28%
$472,400
530 shares@ $891.33 avg price
CRSPCrispr Therapeutics Ag
Recent Activity
New Position
0.27%
$461,102
11,715 shares@ $39.36 avg price
SJNKSpdr Ser Tr
Recent Activity
New Position
0.25%
$426,677
16,898 shares@ $25.26 avg price
TLNTalen Energy Corp
Recent Activity
New Position
0.15%
$251,838
1,250 shares@ $201.48 avg price
CRMSalesforce Inc
Recent Activity
New Position
0.14%
$229,694
687 shares@ $334.35 avg price