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
$287M
AUM Growth
+$11.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
76
New
Increased
Reduced
Closed

Top Buys

1 +$23.3M
2 +$16.8M
3 +$10.5M
4
NEE icon
NextEra Energy
NEE
+$8.83M
5
DUK icon
Duke Energy
DUK
+$8.81M

Top Sells

1 +$21.1M
2 +$20.6M
3 +$9.5M
4
PEG icon
Public Service Enterprise Group
PEG
+$8.77M
5
LNT icon
Alliant Energy
LNT
+$7.88M

Sector Composition

1 Utilities 76.62%
2 Energy 15.07%
3 Real Estate 0.51%
4 Financials 0.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
-35,453