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
$207M
AUM Growth
-$20.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
287
New
Increased
Reduced
Closed

Top Buys

1
+$2.14M
2
+$1.36M
3
+$1.28M
4
CI icon
Cigna
CI
+$1.2M
5
PYPL icon
PayPal
PYPL
+$912K

Top Sells

1
+$2.53M
2
+$2.25M
3
+$1.81M
4
XOM icon
Exxon Mobil
XOM
+$1.32M
5
IBM icon
IBM
IBM
+$1.12M

Sector Composition

1 Financials 15.24%
2 Healthcare 12.72%
3 Technology 10.37%
4 Consumer Discretionary 8.37%
5 Communication Services 7.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$211K 0.1%
4,291
+522
227
$211K 0.1%
+1,414
228
$209K 0.1%
5,854
+695
229
$206K 0.1%
+3,572
230
$206K 0.1%
3,298
+393
231
$205K 0.1%
5,420
+649
232
$204K 0.1%
11,148
+1,342
233
$201K 0.1%
+3,307
234
$200K 0.1%
+1,268
235
$188K 0.09%
17,018
+2,035
236
$179K 0.09%
+10,993
237
$178K 0.09%
10,100
238
$164K 0.08%
1,211
+147
239
$164K 0.08%
10,380
+1,271
240
$162K 0.08%
15,649
+1,784
241
$149K 0.07%
16,205
+1,940
242
$132K 0.06%
12,255
+1,473
243
$127K 0.06%
24,316
+2,948
244
$126K 0.06%
17,321
+2,035
245
$77K 0.04%
11,298
246
$58K 0.03%
12,700
+1,539
247
$4K ﹤0.01%
10,124
248
– –
-5,586
249
– –
-10,612
250
– –
-30,563
8 9
10
11 12