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
$275M
AUM Growth
+$12.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
367
New
Increased
Reduced
Closed

Top Buys

1
+$1.73M
2
+$1.32M
3
+$1.09M
4
UNP icon
Union Pacific
UNP
+$992K
5
FLR icon
Fluor
FLR
+$966K

Top Sells

1
+$1.32M
2
+$1.31M
3
+$1.17M
4
MS icon
Morgan Stanley
MS
+$927K
5
PXD
Pioneer Natural Resource Co.
PXD
+$881K

Sector Composition

1 Financials 13.06%
2 Technology 10.71%
3 Healthcare 9.46%
4 Industrials 8.59%
5 Consumer Discretionary 7.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$352K 0.13%
15,000
227
$351K 0.13%
839
228
$344K 0.13%
19,775
229
$343K 0.12%
15,000
230
$338K 0.12%
21,221
231
$337K 0.12%
11,154
232
$336K 0.12%
4,889
233
$334K 0.12%
5,742
-2,600
234
$334K 0.12%
4,834
+190
235
$333K 0.12%
18,330
236
$333K 0.12%
20,678
237
$332K 0.12%
963
-962
238
$331K 0.12%
3,835
239
$327K 0.12%
16,220
240
$327K 0.12%
+9,014
241
$324K 0.12%
8,647
+102
242
$322K 0.12%
14,534
+98
243
$321K 0.12%
1,928
244
$321K 0.12%
7,274
245
$320K 0.12%
20,165
246
$320K 0.12%
16,988
247
$319K 0.12%
21,069
248
$315K 0.11%
7,549
249
$314K 0.11%
22,986
250
$310K 0.11%
4,773
8 9
10
11 12