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
$116M
AUM Growth
+$7.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
13
New
Increased
Reduced
Closed

Top Buys

1
+$5M
2
+$3.87M
3
+$934K

Top Sells

1
+$13.1M
2
+$2.7M
3
+$297K

Sector Composition

1 Financials 63.57%
2 Consumer Discretionary 23.45%
3 Technology 6.91%
4 Industrials 6.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$25.2M 21.78%
141,384
+5,235
2
$16.9M 14.54%
188,158
3
$15.7M 13.52%
166,592
4
$11.7M 10.1%
347,000
-80,000
5
$10.3M 8.91%
101,500
6
$8.01M 6.91%
215,107
7
$7.04M 6.07%
41,629
-1,757
8
$7M 6.04%
87,426
+62,426
9
$4.26M 3.68%
41,000
10
$3.87M 3.33%
+100,000
11
$3.25M 2.8%
90,216
12
$2.67M 2.31%
10
13
– –
-368,055