CIM
Courant Investment Management Portfolio holdings
AUM $119M
This Quarter Return
+4.54%
1 Year Return
+14.31%
3 Year Return
+52.69%
5 Year Return
+212.47%
10 Year Return
–
AUM
$119M
AUM Growth
+$1.21M (+1%)
Cap. Flow
-$3.19M
Cap. Flow % of AUM
-2.68%
Top 10 Holdings %Top 10 Hldgs %
100%
Holding
8
New
–
Increased
–
Reduced
1
Closed
–
Top Buys
No buys this quarter
Top Sells
| 1 | $3.19M |
Sector Composition
| 1 | Financials | 64.07% |
| 2 | Consumer Discretionary | 33.96% |
| 3 | Industrials | 1.97% |
| # | Name | Market Value | Portfolio Weight | Shares or Principal | Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|---|
| $32.9M | 27.54% | 116,170 | – | – | |||
| $23.3M | 19.5% | 94,897 | – | – | |||
| $19.3M | 16.16% | 247,520 | – | – | |||
| $15.5M | 13.02% | 198,499 | – | – | |||
| $11.7M | 9.77% | 50,000 | – | – | |||
| $9.59M | 8.04% | 26,173 | – | – | |||
| $4.79M | 4.01% | 6 -4 | -40% | -$3.19M | |||
| $2.35M | 1.97% | 5,000 | – | – |
