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
$151M
AUM Growth
-$11.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
13
New
Increased
Reduced
Closed

Top Buys

1
+$5.65M
2
+$2.7M
3
+$1.74M
4
ST icon
Sensata Technologies
ST
+$691K
5
MHK icon
Mohawk Industries
MHK
+$372K

Top Sells

1
+$10.3M
2
+$5.44M
3
+$2.59M
4
UNP icon
Union Pacific
UNP
+$2.15M
5
JPM icon
JPMorgan Chase
JPM
+$1.18M

Sector Composition

1 Financials 51.14%
2 Consumer Discretionary 21.83%
3 Industrials 19.92%
4 Technology 7.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$24.2M 15.97%
116,149
2
$19.9M 13.14%
368,055
+50,000
3
$19.8M 13.09%
225,158
-29,407
4
$19.6M 12.96%
166,592
-10,000
5
$19.5M 12.91%
467,000
+135,000
6
$13.2M 8.73%
106,500
+3,000
7
$10.8M 7.12%
215,107
+13,800
8
$10.3M 6.78%
63,386
-13,300
9
$9.22M 6.1%
90,216
10
$3.12M 2.06%
10
11
$1.74M 1.15%
+11,000
12
– –
-204,559
13
– –
-508,231