CM

CRM MID CAP VALUE FUND | CRIMX

Mutual Fund
CRM Mutual Fund Trust
Last update 2025-06-23 43 Stocks (4 new)
Value $278.00 Mil Turnover 10 %
Countries:
Top Holdings: NI(4.28%)GPN(4.03%)FAF(3.91%)VNT(3.44%)TDY(3.39%)
Summary Stock Picks Current Portfolio
CRM MID CAP VALUE FUND Top Holdings of 2025-03-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
NI
NiSource Inc
296,341
11,880.3
-12.86%
4.280
-0.46%
0.060
+3.85%
+8.59%
18,517.5
Utilities - Regulated
GPN
Global Payments Inc
114,483
11,210.2
-5.60%
4.030
-0.22%
0.050
-10.36%
-27.60%
19,668.9
Business Services
FAF
First American Financial Corp
165,471
10,859.9
-12.84%
3.910
-0.44%
0.160
-1.21%
-2.22%
6,169.9
Insurance
VNT
Vontier Corp
290,830
9,553.8
-12.86%
3.440
-0.45%
0.200
+22.67%
+5.08%
5,660.1
Hardware
TDY
Teledyne Technologies Inc
18,947
9,430.1
-13.04%
3.390
-0.38%
0.040
+10.92%
+12.01%
24,360.3
Hardware
TFC
Truist Financial Corp
227,547
9,363.6
-12.85%
3.370
-0.42%
0.020
+20.46%
+6.68%
59,138.8
Banks
ATO
Atmos Energy Corp
60,331
9,326.0
-12.90%
3.360
-0.36%
0.040
+3.40%
+11.19%
24,317.9
Utilities - Regulated
CPT
Camden Property Trust
71,582
8,754.5
+14.03%
3.150
+0.39%
0.070
+2.11%
-0.85%
12,073.8
REITs
CBRE
CBRE Group Inc
65,256
8,534.2
-12.89%
3.070
-0.36%
0.020
+15.24%
+6.44%
41,660.1
Real Estate
SUI
Sun Communities Inc
60,772
7,817.7
-12.67%
2.810
-0.31%
0.050
+9.29%
+8.68%
16,256.4
REITs

CRM MID CAP VALUE FUND's Historical Top Holdings Breakdowns

CRM MID CAP VALUE FUND's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
ALL
Allstate Corp
2025-03-31
Sold Out
Sold Out
-2.67%
●
180.99 ($194.74) 210.18
$194.09
-0.33%
Sold Out
0
-48,227
ELAN
Elanco Animal Health Inc
2025-03-31
Sold Out
Sold Out
-2.34%
●
10.04 ($11.31) 12.47
$14.78
30.68%
Sold Out
0
-672,489
COF
Capital One Financial Corp
2025-03-31
New Buy
New Buy
+2.03%
●
163.87 ($188.9) 209.82
$218.03
15.42%
New holding
31,486
31,486
CTVA
Corteva Inc
2025-03-31
Reduce
Reduce
-1.66%
●
55.94 ($61.83) 66.15
$76.20
23.24%
Reduce -67.06%
49,847
-101,481
CADE
Cadence Bank
2025-03-31
Sold Out
Sold Out
-1.60%
●
29.1 ($33.13) 35.93
$35.18
6.19%
Sold Out
0
-161,666
ACVA
ACV Auctions Inc
2025-03-31
New Buy
New Buy
+1.54%
●
13.1 ($18.42) 22.25
$16.51
-10.37%
New holding
304,429
304,429
RGA
Reinsurance Group of America Inc
2025-03-31
Sold Out
Sold Out
-1.48%
●
186.01 ($207.27) 231.1
$195.28
-5.78%
Sold Out
0
-24,048
BKU
BankUnited Inc
2025-03-31
Add
Add
+1.44%
●
31.36 ($37.71) 41.63
$37.46
-0.66%
Add 161%
188,397
116,213
SHOO
Steven Madden Ltd
2025-03-31
Sold Out
Sold Out
-1.42%
●
25.03 ($35.19) 42.15
$25.51
-27.51%
Sold Out
0
-116,282
COP
ConocoPhillips
2025-03-31
Sold Out
Sold Out
-1.36%
●
88.6 ($99.73) 105.85
$94.53
-5.21%
Sold Out
0
-47,835

CRM MID CAP VALUE FUND Total Holding History ($B)

To

CRM MID CAP VALUE FUND's Asset Allocation

To

CRM MID CAP VALUE FUND Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

CRM MID CAP VALUE FUND's Hypothetical Growth since 2025-03-31

CRM MID CAP VALUE FUND's Yearly Returns

Year Portfolio % % Excess Gain %

CRM MID CAP VALUE FUND's Holdings Heat Map

Size field:

CRM MID CAP VALUE FUND's Holdings Bubble Chart

CRM MID CAP VALUE FUND News

  • 1

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