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
$228M
AUM Growth
-$2.73M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
299
New
Increased
Reduced
Closed

Top Buys

1
+$1.09M
2
+$1.07M
3
+$1.05M
4
VTRS icon
Viatris
VTRS
+$1.05M
5
STJ
St Jude Medical
STJ
+$934K

Top Sells

1
+$1.53M
2
+$1.13M
3
+$1.07M
4
CI icon
Cigna
CI
+$924K
5
MSFT icon
Microsoft
MSFT
+$920K

Sector Composition

1 Financials 13.96%
2 Healthcare 13.39%
3 Technology 10.75%
4 Industrials 8.26%
5 Energy 7.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$218K 0.1%
+2,669
227
$218K 0.1%
+3,769
228
$217K 0.1%
+4,771
229
$216K 0.09%
3,386
230
$212K 0.09%
11,773
231
$211K 0.09%
9,132
232
$210K 0.09%
7,277
233
$210K 0.09%
2,905
234
$210K 0.09%
+5,545
235
$210K 0.09%
+3,213
236
$208K 0.09%
5,400
237
$208K 0.09%
+9,109
238
$207K 0.09%
+1,090
239
$206K 0.09%
+2,268
240
$205K 0.09%
+6,434
241
$205K 0.09%
+4,606
242
$204K 0.09%
+5,159
243
$202K 0.09%
1,782
-1,785
244
$201K 0.09%
+2,096
245
$196K 0.09%
14,983
246
$193K 0.08%
10,100
247
$167K 0.07%
14,265
248
$165K 0.07%
10,898
249
$161K 0.07%
13,865
250
$146K 0.06%
15,286
8 9
10
11 12