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
Capital Flow
376
-16,016
377
-33,575
378
-27,613
379
-30,612
380
-83,733
381
-20,470
382
-21,202
383
-76,912
384
-36,522
385
-6,092
386
-16,186
387
-56,673
388
-41,274
389
-19,185
390
-12,623
391
-175,696
392
-155,188
393
-24,783
394
-198,588
395
-7,939
396
-26,022
397
-9,710
398
-24,015
399
-12,469