CIM

CIM Investment Management Portfolio holdings

AUM $369M
1-Year Est. Return 22.35%
This Quarter Est. Return
1 Year Est. Return
+22.35%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$230M
AUM Growth
+$12M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
307
New
Increased
Reduced
Closed

Top Buys

1
+$10.8M
2
+$2.08M
3
+$1.52M
4
MCK icon
McKesson
MCK
+$1.5M
5
TRIP icon
TripAdvisor
TRIP
+$1.18M

Top Sells

1
+$2.02M
2
+$1.42M
3
+$1.36M
4
HD icon
Home Depot
HD
+$1.3M
5
KRFT
KRAFT FOODS GROUP INC COM STK (VA)
KRFT
+$1.29M

Sector Composition

1 Financials 14.58%
2 Healthcare 12.99%
3 Technology 10.91%
4 Industrials 8.38%
5 Energy 7.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$218K 0.09%
+12,219
227
$217K 0.09%
16,489
228
$217K 0.09%
582
229
$215K 0.09%
2,905
-2,908
230
$215K 0.09%
3,252
231
$212K 0.09%
2,860
-2,859
232
$210K 0.09%
+2,363
233
$210K 0.09%
2,803
234
$209K 0.09%
5,586
235
$208K 0.09%
4,042
236
$208K 0.09%
7,487
237
$205K 0.09%
5,562
238
$203K 0.09%
3,738
239
$203K 0.09%
5,271
240
$202K 0.09%
+3,142
241
$202K 0.09%
11,773
242
$201K 0.09%
+5,400
243
$201K 0.09%
60,410
244
$196K 0.09%
30,235
245
$183K 0.08%
+10,100
246
$179K 0.08%
13,865
247
$166K 0.07%
10,898
248
$154K 0.07%
+11,161
249
$149K 0.06%
15,286
250
$142K 0.06%
16,507
8 9
10
11 12