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
$291M
AUM Growth
+$16.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
379
New
Increased
Reduced
Closed

Top Buys

1
+$7.25M
2
+$2.11M
3
+$1.59M
4
CHK
Chesapeake Energy Corporation
CHK
+$1.06M
5
REGN icon
Regeneron Pharmaceuticals
REGN
+$978K

Top Sells

1
+$1.8M
2
+$1.3M
3
+$1.19M
4
SBUX icon
Starbucks
SBUX
+$977K
5
CI icon
Cigna
CI
+$944K

Sector Composition

1 Financials 11.72%
2 Technology 10.8%
3 Healthcare 9.4%
4 Industrials 7.84%
5 Consumer Discretionary 7.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$359K 0.12%
4,355
227
$357K 0.12%
16,220
228
$357K 0.12%
+33,620
229
$355K 0.12%
4,904
230
$354K 0.12%
23,950
-50,860
231
$352K 0.12%
52,125
232
$352K 0.12%
8,083
233
$351K 0.12%
11,286
234
$350K 0.12%
5,742
235
$349K 0.12%
+3,576
236
$345K 0.12%
+12,762
237
$342K 0.12%
5,739
238
$340K 0.12%
11,154
239
$336K 0.12%
871
240
$335K 0.12%
4,853
241
$334K 0.11%
4,834
242
$333K 0.11%
4,850
+2,425
243
$332K 0.11%
9,014
244
$332K 0.11%
8,376
245
$331K 0.11%
+12,412
246
$329K 0.11%
10,410
247
$329K 0.11%
6,042
-554
248
$329K 0.11%
6,850
249
$328K 0.11%
4,834
250
$327K 0.11%
18,566
8 9
10
11 12