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
$260M
AUM Growth
+$29.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
342
New
Increased
Reduced
Closed

Top Buys

1
+$1.35M
2
+$1.3M
3
+$1.14M
4
ADBE icon
Adobe
ADBE
+$933K
5
ABBV icon
AbbVie
ABBV
+$929K

Top Sells

1
+$2.48M
2
+$1.08M
3
+$1.01M
4
APTV icon
Aptiv
APTV
+$1M
5
DOCU icon
DocuSign
DOCU
+$982K

Sector Composition

1 Financials 11.58%
2 Technology 9.59%
3 Healthcare 9.21%
4 Industrials 9.03%
5 Consumer Discretionary 7.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$321K 0.12%
2,697
227
$320K 0.12%
7,857
-67
228
$320K 0.12%
19,376
-164
229
$319K 0.12%
24,382
-207
230
$318K 0.12%
4,730
-40
231
$315K 0.12%
232
-2
232
$312K 0.12%
16,226
-138
233
$312K 0.12%
6,988
-59
234
$307K 0.12%
8,672
-8,828
235
$307K 0.12%
+26,160
236
$305K 0.12%
24,214
-205
237
$305K 0.12%
+17,314
238
$302K 0.12%
17,388
-147
239
$300K 0.12%
4,719
-40
240
$300K 0.12%
3,710
-32
241
$300K 0.12%
3,981
-34
242
$297K 0.11%
13,306
-112
243
$294K 0.11%
1,770
-15
244
$293K 0.11%
12,176
-103
245
$288K 0.11%
+6,411
246
$288K 0.11%
16,867
-143
247
$287K 0.11%
7,144
-61
248
$287K 0.11%
1,079
249
$286K 0.11%
+4,984
250
$285K 0.11%
3,074
-26
8 9
10
11 12