CIM
Cowen Investment Management Portfolio holdings
AUM
$12M
This Quarter Return
+2.02%
1 Year Return
-1.47%
3 Year Return
+1.83%
5 Year Return
-37.73%
10 Year Return
–
AUM
$338M
AUM Growth
–
Cap. Flow
+$338M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
49.78%
Holding
91
New
85
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Toronto Dominion Bank
TD
|
$58.3M |
| 2 |
Lloyds Banking Group
LYG
|
$20.9M |
| 3 |
Vodafone
VOD
|
$19.9M |
| 4 |
HighPeak Energy
HPK
|
$17.7M |
| 5 |
BRMK
Broadmark Realty Capital Inc. Common Stock
BRMK
|
$15.6M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Financials | 34.11% |
| 2 | Communication Services | 12.73% |
| 3 | Energy | 7.89% |
| 4 | Real Estate | 4.62% |
| 5 | Consumer Discretionary | 4.21% |
