We are live on ! Find out more
CIM

Cowen Investment Management Portfolio holdings

AUM $12M
1-Year Est. Return 1.47%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
-1.47%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$466M
AUM Growth
+$3.36M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
303
New
Increased
Reduced
Closed

Top Buys

1
+$6.39M
2
+$4.9M
3
+$4.33M
4
ZFOX
ZeroFox Holdings, Inc. Common Stock
ZFOX
+$3.52M
5
CEF icon
Sprott Physical Gold and Silver Trust
CEF
+$2.93M

Top Sells

1
+$5.18M
2
+$3.94M
3
+$3.93M
4
NMMC
North Mountain Merger Corp. Class A Common Stock
NMMC
+$3.21M
5
SMFG icon
Sumitomo Mitsui Financial
SMFG
+$3.17M

Sector Composition

1 Financials 36.4%
2 Consumer Discretionary 17.52%
3 Technology 4.98%
4 Healthcare 2.68%
5 Industrials 1.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$495K 0.11%
50,000
-50,000
227
$495K 0.11%
50,000
228
$495K 0.11%
50,000
229
$494K 0.11%
50,000
230
$494K 0.11%
50,000
-50,000
231
$494K 0.11%
50,000
-25,000
232
$494K 0.11%
50,000
233
$494K 0.11%
50,000
-25,000
234
$493K 0.11%
1,000
235
$493K 0.11%
50,000
236
$492K 0.11%
50,000
237
$492K 0.11%
50,000
238
$491K 0.11%
50,000
239
$491K 0.11%
50,000
240
$491K 0.11%
50,000
241
$490K 0.11%
+5,000
242
$490K 0.11%
50,000
243
$489K 0.1%
50,000
244
$488K 0.1%
50,000
245
$487K 0.1%
+50,000
246
$447K 0.1%
45,000
247
$412K 0.09%
40,000
248
$412K 0.09%
40,000
249
$409K 0.09%
40,000
250
$403K 0.09%
40,000
8 9
10
11 12