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
$94.7M
AUM Growth
+$12.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
30
New
Increased
Reduced
Closed

Top Buys

1
+$7.54M
2
+$4.79M
3
+$1.51M
4
STKL
SunOpta
STKL
+$1.5M
5
EOG icon
EOG Resources
EOG
+$1.26M

Top Sells

1
+$4.12M
2
+$2.27M
3
+$1.86M
4
APH icon
Amphenol
APH
+$1.36M
5
COST icon
Costco
COST
+$791K

Sector Composition

1 Financials 51.27%
2 Technology 15.09%
3 Industrials 9.82%
4 Energy 8.04%
5 Healthcare 7.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$437K 0.46%
5,200
27
– –
-39,920
28
– –
-1,650
29
– –
-49,200
30
– –
-55,000
1
2