CIM

Courant Investment Management Portfolio holdings

AUM $124M
1-Year Est. Return 25.89%
This Quarter Est. Return
1 Year Est. Return
+25.89%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$124M
AUM Growth
+$4.14M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
8
New
Increased
Reduced
Closed

Top Buys

No buys this quarter

Top Sells

No sells this quarter

Sector Composition

1 Financials 65.58%
2 Consumer Discretionary 32.36%
3 Industrials 2.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
PGR icon
1
Progressive
PGR
$132B
$31M 25.1%
116,170
JPM icon
2
JPMorgan Chase
JPM
$810B
$27.5M 22.27%
94,897
SCHW icon
3
Charles Schwab
SCHW
$171B
$18.1M 14.66%
198,499
KMX icon
4
CarMax
KMX
$6.3B
$16.6M 13.47%
247,520
ULTA icon
5
Ulta Beauty
ULTA
$23.9B
$12.2M 9.91%
26,173
LOW icon
6
Lowe's Companies
LOW
$137B
$11.1M 8.98%
50,000
BRK.A icon
7
Berkshire Hathaway Class A
BRK.A
$1.06T
$4.37M 3.54%
6
DE icon
8
Deere & Co
DE
$124B
$2.54M 2.06%
5,000