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
$294M
AUM Growth
+$1.15M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
357
New
Increased
Reduced
Closed

Top Buys

1
+$4.12M
2
+$2M
3
+$1.53M
4
CPB icon
Campbell Soup
CPB
+$924K
5
ALB icon
Albemarle
ALB
+$848K

Top Sells

1
+$1.26M
2
+$1.05M
3
+$1.02M
4
EQCO.CL
Equity Commonwealth
EQCO.CL
+$1.02M
5
EA icon
Electronic Arts
EA
+$927K

Sector Composition

1 Financials 11.4%
2 Technology 9.42%
3 Healthcare 8.78%
4 Industrials 8.44%
5 Consumer Discretionary 7.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$372K 0.13%
46,887
227
$371K 0.13%
5,782
228
$366K 0.12%
42,709
+26,973
229
$360K 0.12%
6,468
230
$359K 0.12%
6,328
231
$358K 0.12%
55,400
-1,350
232
$356K 0.12%
9,364
233
$353K 0.12%
4,267
234
$352K 0.12%
+2,146
235
$351K 0.12%
6,455
-162
236
$346K 0.12%
5,557
-138
237
$345K 0.12%
24,419
238
$343K 0.12%
4,201
239
$342K 0.12%
3,945
240
$342K 0.12%
11,707
241
$339K 0.12%
11,139
242
$337K 0.11%
27,320
-13,456
243
$333K 0.11%
8,615
244
$331K 0.11%
3,008
-70
245
$331K 0.11%
+1,647
246
$330K 0.11%
4,612
247
$327K 0.11%
4,193
248
$326K 0.11%
13,265
249
$326K 0.11%
4,696
250
$322K 0.11%
8,162
8 9
10
11 12