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
$66.3M
AUM Growth
-$14.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
9
New
Increased
Reduced
Closed

Top Buys

1
+$3.57M

Top Sells

1
+$10.7M
2
+$4.42M
3
+$4.37M

Sector Composition

1 Financials 84.97%
2 Industrials 0.36%
3 Communication Services 0.33%
4 Real Estate 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$44.3M 66.77%
3,301,575
2
$12.1M 18.2%
4,421,183
3
$9.5M 14.33%
3,879,356
+1,457,352
4
$242K 0.36%
18,830
5
$219K 0.33%
4,000
-79,687
6
– –
-77,370
7
– –
0
8
– –
-826,845
9
– –
0