CIM
Courant Investment Management Portfolio holdings
AUM
$127M
1-Year Est. Return
13.86%
1 Year Est. Return
+13.86%
AUM
$127M
AUM Growth
+$3M
(+2.4%)
Holding
9
Sector Composition
| 1 | Financials | 61.32% |
| 2 | Consumer Discretionary | 30.02% |
| 3 | Technology | 8.66% |
| 4 | Industrials | 0% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
1
JPMorgan Chase
JPM
$857B
| $29.9M | 23.66% |
94,897
|
|
||
2
Progressive
PGR
$134B
| $28.7M | 22.68% |
116,170
|
|
||
3
Charles Schwab
SCHW
$168B
| $19M | 14.98% |
198,499
|
|
||
4
Ulta Beauty
ULTA
$23.9B
| $14.3M | 11.31% |
26,173
|
|
||
5
Lowe's Companies
LOW
$138B
| $12.6M | 9.93% |
50,000
|
|
||
6
CarMax
KMX
$5.67B
| $11.1M | 8.78% |
247,520
|
|
||
|
FISV
7
Fiserv Inc
FISV
$35.4B
| $11M | 8.66% |
+85,000
|
|
||
8
Berkshire Hathaway Class A
BRK.A
$1.08T
| – | – |
-6
|
|
||
9
Deere & Co
DE
$130B
| – | – |
-5,000
|
|