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
$92.4M
AUM Growth
-$12.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
13
New
Increased
Reduced
Closed

Top Buys

1
+$940K

Top Sells

1
+$4.11M
2
+$654K

Sector Composition

1 Financials 73.79%
2 Consumer Discretionary 26.17%
3 Industrials 0.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$23.5M 25.38%
201,826
2
$14.3M 15.45%
136,592
3
$14.3M 15.44%
216,159
4
$14.3M 15.44%
198,499
5
$8.03M 8.69%
88,100
6
$7.17M 7.76%
26,872
7
$4.07M 4.4%
10
8
$2.68M 2.9%
54,707
9
$2.27M 2.45%
72,000
10
$1.88M 2.03%
10,000
+5,000
11
$35K 0.04%
28,800
12
– –
-98,358
13
– –
-4,100