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
126
$989K 0.21%
+100,000
127
$989K 0.21%
+100,000
128
$989K 0.21%
100,000
129
$989K 0.21%
100,000
130
$988K 0.21%
+100,000
131
$988K 0.21%
100,000
132
$987K 0.21%
100,000
133
$987K 0.21%
+100,000
134
$987K 0.21%
100,000
135
$986K 0.21%
+100,000
136
$985K 0.21%
100,000
137
$985K 0.21%
100,000
138
$984K 0.21%
+100,000
139
$984K 0.21%
100,000
140
$984K 0.21%
100,000
141
$982K 0.21%
+100,000
142
$982K 0.21%
100,000
143
$980K 0.21%
100,000
-25,000
144
$979K 0.21%
+100,000
145
$979K 0.21%
100,000
146
$979K 0.21%
95,000
-5,000
147
$978K 0.21%
100,000
148
$977K 0.21%
+100,000
149
$976K 0.21%
+100,000
150
$975K 0.21%
100,000
4 5
6
7 8