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
$160M
AUM Growth
+$1.61M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
17
New
Increased
Reduced
Closed

Top Buys

1
+$14.2M
2
+$11.3M
3
+$4.47M
4
ULTA icon
Ulta Beauty
ULTA
+$1.02M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$279K

Top Sells

1
+$11.9M
2
+$7.57M
3
+$5.88M

Sector Composition

1 Financials 33.87%
2 Industrials 21.82%
3 Consumer Discretionary 14.56%
4 Materials 2.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$24.8M 15.51%
356,462
2
$23.5M 14.72%
175,086
3
$22.9M 14.33%
114,842
+1,400
4
$14.2M 8.9%
+229,565
5
$11.3M 7.1%
+198,100
6
$11.1M 6.92%
65,156
+26,313
7
$9.6M 6%
183,125
8
$9.5M 5.95%
508,231
9
$9.09M 5.68%
108,132
10
$8.04M 5.03%
436,512
11
$7.57M 4.74%
145,000
12
$4.17M 2.61%
138,000
13
$2.99M 1.87%
10
14
$1.02M 0.64%
+5,000
15
– –
-401,600
16
– –
-431,080
17
– –
-50,396