CIM

Courant Investment Management Portfolio holdings

AUM $102M
1-Year Est. Return 11.32%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
-11.32%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$127M
AUM Growth
+$3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
9
New
Increased
Reduced
Closed

Top Buys

1
+$12.2M

Top Sells

1
+$4.37M
2
+$2.54M

Sector Composition

1 Financials 61.32%
2 Consumer Discretionary 30.02%
3 Technology 8.66%
4 Industrials 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$29.9M 23.66%
94,897
2
$28.7M 22.68%
116,170
3
$19M 14.98%
198,499
4
$14.3M 11.31%
26,173
5
$12.6M 9.93%
50,000
6
$11.1M 8.78%
247,520
7
$11M 8.66%
+85,000
8
– –
-6
9
– –
-5,000