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OFFIT CAPITAL ADVISORS LLC · 13F Holdings
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OFFIT CAPITAL ADVISORS LLC

No.10712 Data as of 2023Q4
Latest AUM (Q4 2023)
$60.1M
QoQ Change Q3 2023
$0+0.0%
Holdings
1
New Buys
0
Adds
0
Reduces
0
Exits
0
Unchanged
1
Holdings Value Trend
Holdings by Sector
Stock Ownership TrendPortfolio %Prev Q %Q4 2023 ValueQ4 2023 SharesPrev Q ValuePrev Q SharesShares ChangeAction
CCLAROS MTG TR INC COMMON STOCKCMTG
100%100%$60.1M5.4M$60.1M5.4M00.00%Unchanged

🧭 Institutional Sector Flow Heatmap

⏳
Net Outflow Net Inflow

Source: SEC EDGAR 13F filings (Q4 2021–Q4 2023 · 9 quarters) · USD · values estimated at quarter-end price

Built: 2026-09-13 23:29 · 13F Data · For reference only, not investment advice

Disclaimer: Data on this site is sourced from SEC EDGAR 13F filings and is for reference only. It does not constitute investment advice. Investing involves risk.

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