CPIM

Columbia Partners Investment Management Portfolio holdings

AUM $257M
1-Year Est. Return 8.17%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+8.17%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$754M
AUM Growth
-$5.32M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
266
New
Increased
Reduced
Closed

Top Buys

1 +$7.11M
2 +$5.89M
3 +$5.11M
4
MCD icon
McDonald's
MCD
+$5.05M
5
INTU icon
Intuit
INTU
+$4.11M

Top Sells

1 +$4.41M
2 +$4.32M
3 +$4.17M
4
OCLR
Oclaro Inc.
OCLR
+$3.49M
5
UNH icon
UnitedHealth
UNH
+$3.43M

Sector Composition

1 Technology 20.65%
2 Healthcare 13.73%
3 Communication Services 12.41%
4 Financials 10.55%
5 Industrials 9.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
226
-7,145
227
-114,210
228
-41,145
229
-37,139
230
-21,849
231
-37,473
232
-34,519
233
-115,174
234
-16,319
235
-6,325
236
-4,013
237
-29,459
238
-6,210
239
-5,516
240
-220
241
-56,269
242
-3,081
243
-14,681
244
-5,160
245
-10,516
246
-11,096
247
-404,300
248
-32,911
249
-15,616
250
-16,948