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
$101M
AUM Growth
+$6.11M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
31
New
Increased
Reduced
Closed

Top Buys

1
+$4.46M
2
+$3.25M
3
+$2.48M
4
FDX icon
FedEx
FDX
+$2.42M
5
MA icon
Mastercard
MA
+$2.16M

Top Sells

1
+$2.96M
2
+$2.27M
3
+$1.76M
4
MCK icon
McKesson
MCK
+$1.71M
5
UNH icon
UnitedHealth
UNH
+$1.62M

Sector Composition

1 Financials 51.05%
2 Technology 17.41%
3 Industrials 11.5%
4 Consumer Discretionary 9.64%
5 Materials 4.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
– –
-8,600
27
– –
-8,880
28
– –
-17,500
29
– –
-17,700
30
– –
-152,400
31
– –
-16,800
1
2