CIM
Courant Investment Management Portfolio holdings
AUM
$111M
1-Year Est. Return
3.61%
This Fund
S&P 500
1 Year Est. Return
+3.61%
AUM
$111M
AUM Growth
-$15.9M
(-13%)
Holding
7
Top Sells
| 1 | +$11.1M | |
| 2 | +$3.47M | |
| 3 | +$1.65M | |
| 4 |
Charles Schwab
SCHW
|
+$1.42M |
Sector Composition
| 1 | Financials | 64.88% |
| 2 | Consumer Discretionary | 23.58% |
| 3 | Technology | 11.54% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
1
JPMorgan Chase
JPM
$788B
| $27M | 24.38% |
83,697
-11,200
|
|
||
2
Progressive
PGR
$122B
| $26.5M | 23.92% |
116,170
|
|
||
|
3
Charles Schwab
SCHW
$165B
| $18.3M | 16.58% |
183,499
-15,000
|
|
||
4
Ulta Beauty
ULTA
$28.8B
| $14M | 12.68% |
23,173
-3,000
|
|
||
|
FISV
5
Fiserv Inc
FISV
$31.9B
| $12.8M | 11.54% |
190,000
+105,000
|
|
||
6
Lowe's Companies
LOW
$141B
| $12.1M | 10.9% |
50,000
|
|
||
7
CarMax
KMX
$6.08B
| – | – |
-247,520
|
|