CPIM

Columbia Partners Investment Management Portfolio holdings

AUM $257M
1-Year Est. Return 8.19%
This Quarter Est. Return
1 Year Est. Return
+8.19%
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
+$7.26M
2
+$6.08M
3
+$5.48M
4
MCD icon
McDonald's
MCD
+$5.18M
5
INTU icon
Intuit
INTU
+$4.26M

Top Sells

1
+$4.41M
2
+$4.32M
3
+$4.28M
4
UNH icon
UnitedHealth
UNH
+$3.56M
5
OCLR
Oclaro Inc.
OCLR
+$3.49M

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
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