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
$293M
AUM Growth
+$17.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
339
New
Increased
Reduced
Closed

Top Buys

1
+$3.64M
2
+$1.57M
3
+$1.36M
4
JNJ icon
Johnson & Johnson
JNJ
+$1.3M
5
PEP icon
PepsiCo
PEP
+$1.29M

Top Sells

1
+$1.72M
2
+$1.63M
3
+$1.37M
4
AMZN icon
Amazon
AMZN
+$1.21M
5
ABT icon
Abbott
ABT
+$1.17M

Sector Composition

1 Financials 11.91%
2 Technology 9.89%
3 Industrials 9.01%
4 Healthcare 7.98%
5 Consumer Discretionary 6.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$362K 0.12%
7,432
-85
227
$359K 0.12%
1,816
-26
228
$359K 0.12%
4,683
-96
229
$355K 0.12%
4,602
-85
230
$353K 0.12%
4,612
-77
231
$350K 0.12%
24,419
-300
232
$343K 0.12%
4,193
-4,261
233
$343K 0.12%
8,615
-12
234
$339K 0.12%
4,201
-24
235
$337K 0.12%
6,781
-173
236
$335K 0.11%
7,001
-10
237
$334K 0.11%
8,361
-135
238
$333K 0.11%
13,156
-226
239
$331K 0.11%
+4,209
240
$330K 0.11%
16,801
+131
241
$328K 0.11%
56,750
-850
242
$327K 0.11%
4,696
+14
243
$326K 0.11%
15,958
-335
244
$324K 0.11%
6,627
+2,861
245
$324K 0.11%
8,162
+81
246
$323K 0.11%
+13,699
247
$322K 0.11%
3,625
-21
248
$321K 0.11%
7,993
-126
249
$319K 0.11%
11,139
+71
250
$318K 0.11%
4,318
-74
8 9
10
11 12