CIM
CIM Investment Management Portfolio holdings
AUM
$525M
This Quarter Return
+4.84%
1 Year Return
+18.97%
3 Year Return
+87.66%
5 Year Return
+127.31%
10 Year Return
+233.62%
AUM
$199M
AUM Growth
+$199M
(-8.3%)
Cap. Flow
-$18.4M
Cap. Flow
% of AUM
-9.23%
Top 10 Holdings %
Top 10 Hldgs %
21.21%
Holding
230
New
23
Increased
9
Reduced
144
Closed
51
Top Buys
| 1 |
Apple
AAPL
|
$6.06M |
| 2 |
Alphabet (Google) Class C
GOOG
|
$4.3M |
| 3 |
Amazon
AMZN
|
$1.31M |
| 4 |
Kinder Morgan
KMI
|
$1.3M |
| 5 |
ETFC
E*Trade Financial Corporation
ETFC
|
$1.26M |
Top Sells
| 1 |
iShares Core S&P 500 ETF
IVV
|
$12.9M |
| 2 |
APA Corp
APA
|
$1.61M |
| 3 |
IBM
IBM
|
$1.33M |
| 4 |
AutoNation
AN
|
$1.15M |
| 5 |
HES
Hess
HES
|
$1.14M |
Sector Composition
| 1 | Financials | 16.54% |
| 2 | Technology | 11.64% |
| 3 | Healthcare | 11.28% |
| 4 | Energy | 10.81% |
| 5 | Communication Services | 8.85% |