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
$1.44B
AUM Growth
+$11.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
399
New
Increased
Reduced
Closed

Top Buys

1 +$15.3M
2 +$8.98M
3 +$8.52M
4
RNG icon
RingCentral
RNG
+$8.03M
5
TJX icon
TJX Companies
TJX
+$6.93M

Top Sells

1 +$12.3M
2 +$9.72M
3 +$9.35M
4
SAM icon
Boston Beer
SAM
+$9.07M
5
EFOR
Everforth Inc
EFOR
+$7.18M

Sector Composition

1 Healthcare 17.68%
2 Technology 16.83%
3 Consumer Discretionary 13.07%
4 Communication Services 10.33%
5 Industrials 9.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
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