CGM Mutual Fund

CGM Mutual Fund is a registered fund series of CGM TRUST (series S000000874). Net assets $266.5M as of 2022-09-30.

Profile

Advisers

Top holdings (27 reported)

Showing 15 of 27 holdings by value.

HoldingTickerValue% of fund
United States Treasury Notes$31.8M1194.93%
United States Treasury Notes$21.3M797.41%
United States Treasury Notes$18.3M685.09%
Signet Jewelers Limited$17.2M645.18%
Coterra Energy Inc$15.7M588.06%
Nokia Corp$12.6M472.66%
Schlumberger Limited$12.6M471.48%
Southwestern Energy Company$12.2M459.28%
Antero Resources Corporation$12.2M458.23%
Stellantis N.V$11.4M426.50%
The Kroger Co.$10.9M410.41%
Halliburton Company$10.6M397.24%
Philip Morris International Inc.$10.0M373.78%
Cheniere Energy Inc$10.0M373.53%
Consol Energy Inc New$9.6M362.02%

Net asset history

Report dateNet assets
2022-09-30$266.5M
2022-06-30$276.2M
2022-03-31$324.1M
2021-12-31$253.0M
2021-09-30$324.1M
2021-06-30$329.2M
2021-03-31$326.9M
2020-12-31$283.3M

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