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CIM
Caldwell Investment Management Portfolio holdings
AUM
$255M
1-Year Est. Return
36.87%
This Fund
S&P 500
1 Year Est. Return
+36.87%
AUM
$255M
AUM Growth
+$92.5M
(+57%)
Holding
65
Top Buys
| 1 | +$43.3M | |
| 2 | +$18.1M | |
| 3 | +$8.54M | |
| 4 |
SII
Sprott
SII
|
+$7.67M |
| 5 |
Kinross Gold
KGC
|
+$5.58M |
Top Sells
| 1 | +$3.83M | |
| 2 | +$3.09M | |
| 3 | +$2.95M | |
| 4 |
JPMorgan Chase
JPM
|
+$2.61M |
| 5 |
Agnico Eagle Mines
AEM
|
+$2.12M |
Sector Composition
| 1 | Financials | 66.65% |
| 2 | Energy | 9.65% |
| 3 | Industrials | 8.13% |
| 4 | Technology | 5.53% |
| 5 | Materials | 4.69% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
26
KLA
KLAC
$332B
| $1.66M | 0.65% |
+1,200
|
|
||
27
ATS Corp
ATS
$2.66B
| $1.65M | 0.65% |
60,800
|
|
||
28
Microsoft
MSFT
$2.9T
| $1.62M | 0.63% |
+4,500
|
|
||
29
Thermo Fisher Scientific
TMO
$174B
| $1.59M | 0.62% |
+3,300
|
|
||
30
Visa
V
$613B
| $1.53M | 0.6% |
5,100
+200
|
|
||
31
Curtiss-Wright
CW
$28B
| $1.52M | 0.6% |
+2,400
|
|
||
32
Stantec
STN
$8.24B
| $1.51M | 0.59% |
+17,800
|
|
||
33
Howmet Aerospace
HWM
$106B
| $1.43M | 0.56% |
+6,400
|
|
||
34
Jacobs Solutions
J
$15B
| $1.37M | 0.54% |
11,000
|
|
||
35
Rollins
ROL
$22.7B
| $1.17M | 0.46% |
+22,000
|
|
||
|
36
JPMorgan Chase
JPM
$859B
| $1.16M | 0.46% |
4,100
-8,600
|
|
||
37
Canadian National Railway
CNI
$72.2B
| $1.1M | 0.43% |
+10,800
|
|
||
38
Archrock
AROC
$6.42B
| $1.09M | 0.43% |
+31,500
|
|
||
39
Lam Research
LRCX
$459B
| $1.08M | 0.42% |
+5,400
|
|
||
40
Woodward
WWD
$23B
| $1.03M | 0.4% |
+3,000
|
|
||
41
Williams Companies
WMB
$88.2B
| $1.02M | 0.4% |
+14,000
|
|
||
42
CGI
GIB
$14B
| $937K | 0.37% |
12,910
|
|
||
43
Interactive Brokers
IBKR
$40.5B
| $886K | 0.35% |
13,900
-13,200
|
|
||
44
ResMed
RMD
$28.3B
| $881K | 0.35% |
+4,000
|
|
||
45
Vertiv
VRT
$116B
| $844K | 0.33% |
+3,600
|
|
||
|
WCN
46
Waste Connections
WCN
$39.7B
| $826K | 0.32% |
+5,100
|
|
||
47
Amphenol
APH
$189B
| $811K | 0.32% |
+6,800
|
|
||
48
CACI
CACI
$11.5B
| $783K | 0.31% |
+1,400
|
|
||
49
ServiceNow
NOW
$105B
| $736K | 0.29% |
7,000
|
|
||
50
NVIDIA
NVDA
$4.97T
| $728K | 0.29% |
+4,400
|
|