Greg Alexander - Conifer Management Portfolio
| Period Date | Mar 31, 2025 | |
| Filing Date | May 15, 2025 | |
| Total Stocks | 5 | |
| Portfolio Value | $659.68M |
Portfolio Overview
Comprehensive analysis of Greg Alexander's investment portfolio
4
Total Holdings
$0.6B
Portfolio Value
Consumer Cyclical
Top Sector
3
Sectors
Investment Strategy Insights
- • Greg Alexander maintains a diversified portfolio across 3 sectors
- • Top 5 holdings represent 97.8% of the portfolio
- • Largest position: EQUITABLE HLDGS INC (EQH) at 39.5%