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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 | |
|---|---|---|---|---|---|---|
51
Alphabet (Google) Class A
GOOGL
$4.39T
| $685K | 0.27% |
+2,500
|
|
||
52
Accenture
ACN
$105B
| $633K | 0.25% |
3,200
|
|
||
53
Synopsys
SNPS
$86.9B
| $626K | 0.25% |
+1,631
|
|
||
54
HCA Healthcare
HCA
$85.9B
| $562K | 0.22% |
+1,200
|
|
||
|
FISV
55
Fiserv Inc
FISV
$28.7B
| $399K | 0.16% |
+7,300
|
|
||
|
AMTM
56
Amentum Holdings
AMTM
$5.59B
| $294K | 0.12% |
11,669
|
|
||
57
Broadcom
AVGO
$1.82T
| – | – |
-4,100
|
|
||
58
Alibaba
BABA
$271B
| – | – |
-20,000
|
|
||
59
InterDigital
IDCC
$7.33B
| – | – |
-3,900
|
|
||
60
Meta Platforms (Facebook)
META
$1.44T
| – | – |
-1,050
|
|
||
61
Manulife Financial
MFC
$67.1B
| – | – |
-105,000
|
|
||
62
Quanta Services
PWR
$106B
| – | – |
-2,200
|
|
||
63
TFI International
TFII
$13.2B
| – | – |
-14,200
|
|
||
64
TKO Group
TKO
$15.2B
| – | – |
-5,000
|
|