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
$169M
AUM Growth
+$8.74M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
17
New
Increased
Reduced
Closed

Top Buys

1
+$23.6M
2
+$9.65M
3
+$4.66M
4
LUV icon
Southwest Airlines
LUV
+$3.86M
5
PNC icon
PNC Financial Services
PNC
+$839K

Top Sells

1
+$24.8M
2
+$9.09M
3
+$4.96M
4
AXTA icon
Axalta
AXTA
+$1.52M

Sector Composition

1 Financials 49.54%
2 Consumer Discretionary 22.04%
3 Industrials 20.04%
4 Materials 1.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$23.6M 14%
+226,592
2
$21.9M 12.99%
117,295
+2,453
3
$19.8M 11.77%
140,086
-35,000
4
$16.8M 9.96%
90,216
+25,060
5
$16.7M 9.92%
229,565
6
$13.9M 8.27%
274,045
+75,945
7
$11.5M 6.8%
508,231
8
$10.2M 6.02%
183,125
9
$9.65M 5.73%
+302,559
10
$9.61M 5.7%
436,512
11
$7.41M 4.4%
145,000
12
$2.82M 1.67%
10
13
$2.67M 1.58%
88,000
-50,000
14
$1.17M 0.69%
5,000
15
$839K 0.5%
+6,213
16
– –
-356,462
17
– –
-108,132