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
$490M
AUM Growth
+$29.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
300
New
Increased
Reduced
Closed

Top Buys

1
+$11.6M
2
+$11.4M
3
+$11.3M
4
LHC
Leo Holdings Corp. II
LHC
+$9.52M
5
JWSM
Jaws Mustang Acquisition Corp.
JWSM
+$7.02M

Top Sells

1
+$6.08M
2
+$4.17M
3
+$3.94M
4
EUDA icon
EUDA Health Holdings
EUDA
+$3.51M
5
SMFG icon
Sumitomo Mitsui Financial
SMFG
+$3.5M

Sector Composition

1 Financials 50.34%
2 Technology 10.63%
3 Consumer Discretionary 8.14%
4 Healthcare 3.87%
5 Industrials 2.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.03M 0.21%
100,000
102
$1.02M 0.21%
100,000
103
$1.02M 0.21%
+100,000
104
$1.02M 0.21%
100,000
105
$1.02M 0.21%
100,000
106
$1.02M 0.21%
100,000
107
$1.02M 0.21%
100,000
108
$1.02M 0.21%
100,000
109
$1.01M 0.21%
200,000
110
$1.01M 0.21%
100,000
111
$1.01M 0.21%
100,000
112
$1.01M 0.21%
100,000
113
$1.01M 0.21%
100,000
114
$1.01M 0.21%
100,000
115
$1.01M 0.21%
100,000
116
$1.01M 0.21%
100,000
117
$1.01M 0.21%
100,000
118
$1.01M 0.21%
100,000
119
$1.01M 0.21%
100,000
120
$1.01M 0.21%
100,000
121
$1.01M 0.21%
100,000
122
$1.01M 0.21%
100,000
123
$1.01M 0.21%
100,000
124
$1.01M 0.21%
+100,000
125
$1.01M 0.21%
100,000
3 4
5
6 7