We are live on
!
Find out more
CIM
Courant Investment Management Portfolio holdings
AUM
$102M
1-Year Est. Return
11.32%
This Fund
S&P 500
1 Year Est. Return
-11.32%
AUM
$102M
AUM Growth
-$8.19M
(-7.4%)
Holding
7
Sector Composition
| 1 | Financials | 67.05% |
| 2 | Consumer Discretionary | 22.6% |
| 3 | Technology | 10.35% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
1
Progressive
PGR
$119B
| $23M | 22.49% |
116,170
|
|
||
2
JPMorgan Chase
JPM
$835B
| $20.8M | 20.31% |
70,697
-13,000
|
|
||
3
Charles Schwab
SCHW
$156B
| $17.2M | 16.84% |
183,499
|
|
||
4
Lowe's Companies
LOW
$121B
| $11.8M | 11.54% |
50,000
|
|
||
5
Ulta Beauty
ULTA
$20.4B
| $11.3M | 11.06% |
21,673
-1,500
|
|
||
|
FISV
6
Fiserv Inc
FISV
$28.5B
| $10.6M | 10.35% |
190,000
|
|
||
7
Brown & Brown
BRO
$20.5B
| $7.59M | 7.41% |
+116,397
|
|