CIM
Castleton Investment Management Portfolio holdings
AUM
$10M
This Quarter Return
+3.99%
1 Year Return
-20.83%
3 Year Return
+15.09%
5 Year Return
+49.44%
10 Year Return
–
AUM
$159M
AUM Growth
–
Cap. Flow
+$159M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
60.77%
Holding
38
New
38
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
PPL Corp
PPL
|
$21.2M |
| 2 |
NextEra Energy, Inc.
NEE
|
$12.3M |
| 3 |
DTE Energy
DTE
|
$11.8M |
| 4 |
Duke Energy
DUK
|
$10.4M |
| 5 |
CMS Energy
CMS
|
$8.28M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Utilities | 81.83% |
| 2 | Energy | 10.18% |
| 3 | Financials | 3.43% |
| 4 | Technology | 0.2% |
