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
$470M
AUM Growth
+$3.62M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
313
New
Increased
Reduced
Closed

Top Buys

1
+$11.4M
2
+$9.75M
3
+$6.75M
4
BMAC
Black Mountain Acquisition Corp.
BMAC
+$5.97M
5
RENEU
Cartesian Growth Corporation II Unit
RENEU
+$5.01M

Top Sells

1
+$3.54M
2
+$3.46M
3
+$3.08M
4
PRST
Presto Technologies, Inc. Common Stock
PRST
+$2.78M
5
VHAQ
Viveon Health Acquisition Corp.
VHAQ
+$2.52M

Sector Composition

1 Financials 45.39%
2 Consumer Discretionary 10.91%
3 Technology 2.96%
4 Real Estate 1.26%
5 Healthcare 1.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.48M 0.31%
150,000
77
$1.48M 0.31%
150,000
78
$1.48M 0.31%
150,000
79
$1.48M 0.31%
150,000
80
$1.48M 0.31%
150,000
81
$1.48M 0.31%
+150,000
82
$1.47M 0.31%
150,000
83
$1.47M 0.31%
150,000
84
$1.47M 0.31%
150,000
85
$1.47M 0.31%
150,000
86
$1.46M 0.31%
150,000
87
$1.46M 0.31%
150,000
-50,000
88
$1.37M 0.29%
+140,000
89
$1.25M 0.27%
125,000
90
$1.23M 0.26%
125,000
91
$1.12M 0.24%
221,270
+18,210
92
$1.02M 0.22%
100,000
93
$1.01M 0.22%
100,000
94
$1.01M 0.22%
100,000
95
$1.01M 0.21%
100,000
96
$1.01M 0.21%
100,000
97
$1.01M 0.21%
100,000
98
$1.01M 0.21%
+100,000
99
$1.01M 0.21%
100,000
100
$1M 0.21%
100,000
2 3
4
5 6