CIM

Cowen Investment Management Portfolio holdings

AUM $12M
1-Year Est. Return 1.47%
This Quarter Est. Return
1 Year Est. Return
-1.47%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$463M
AUM Growth
+$402M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
300
New
Increased
Reduced
Closed

Top Buys

1
+$38.4M
2
+$5.18M
3
+$4.93M
4
SVFA
SVF Investment Corp. Class A Ordinary Shares
SVFA
+$4.52M
5
VHAQ
Viveon Health Acquisition Corp.
VHAQ
+$4.51M

Top Sells

1
+$8.53M
2
+$3.99M
3
+$3M
4
SWSSU
Clean Energy Special Situations Corp. Unit
SWSSU
+$2.01M
5
GRNA
GreenLight Biosciences Holdings, PBC Common Stock
GRNA
+$1.98M

Sector Composition

1 Financials 35.7%
2 Consumer Discretionary 21.13%
3 Technology 3.2%
4 Healthcare 2.84%
5 Industrials 1.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.85M 0.4%
928,277
+803,277
52
$1.82M 0.39%
+175,000
53
$1.76M 0.38%
175,000
54
$1.7M 0.37%
175,000
55
$1.68M 0.36%
+170,000
56
$1.56M 0.34%
150,000
57
$1.53M 0.33%
150,000
-838,079
58
$1.52M 0.33%
150,000
59
$1.5M 0.32%
150,000
60
$1.5M 0.32%
150,000
61
$1.5M 0.32%
150,000
62
$1.49M 0.32%
150,000
63
$1.49M 0.32%
150,000
64
$1.49M 0.32%
150,000
65
$1.48M 0.32%
150,000
66
$1.47M 0.32%
150,000
67
$1.47M 0.32%
+150,000
68
$1.46M 0.31%
+150,000
69
$1.46M 0.31%
+150,000
70
$1.24M 0.27%
125,000
71
$1.22M 0.26%
125,000
72
$1.22M 0.26%
124,726
+74,726
73
$1.05M 0.23%
+105,000
74
$1.03M 0.22%
100,000
75
$1.02M 0.22%
100,000
1 2
3
4 5