CIM

Castleton Investment Management Portfolio holdings

AUM $10M
1-Year Est. Return 20.83%
This Quarter Est. Return
1 Year Est. Return
-20.83%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$253M
AUM Growth
+$34.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
86
New
Increased
Reduced
Closed

Top Buys

1
+$22.4M
2
+$8.84M
3
+$8.07M
4
PNW icon
Pinnacle West Capital
PNW
+$7.14M
5
EXC icon
Exelon
EXC
+$6.59M

Top Sells

1
+$18.4M
2
+$11.8M
3
+$8.92M
4
SO icon
Southern Company
SO
+$6.82M
5
DTE icon
DTE Energy
DTE
+$6.72M

Sector Composition

1 Utilities 78.86%
2 Energy 12.56%
3 Financials 2.28%
4 Technology 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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86
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-15,302
1 2 3
4