CIM

Caldwell Investment Management Portfolio holdings

AUM $152M
1-Year Est. Return 41.49%
This Quarter Est. Return
1 Year Est. Return
+41.49%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$99.6M
AUM Growth
-$26.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
35
New
Increased
Reduced
Closed

Top Buys

1
+$8.47M
2
+$687K
3
+$665K
4
AMZN icon
Amazon
AMZN
+$552K
5
CME icon
CME Group
CME
+$420K

Top Sells

1
+$9.59M
2
+$4.38M
3
+$3.74M
4
NTR icon
Nutrien
NTR
+$1.9M
5
BR icon
Broadridge
BR
+$1.04M

Sector Composition

1 Financials 47.98%
2 Technology 14.99%
3 Energy 7.68%
4 Materials 7.51%
5 Real Estate 7.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$552K 0.55%
+5,200
27
$407K 0.41%
8,380
-8,140
28
– –
-49,300
29
– –
-6,700
30
– –
-3,170
31
– –
-15,690
32
– –
-19,350
33
– –
-3,000
34
– –
-16,226
35
– –
-18,425
1
2