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
$273M
AUM Growth
+$13.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
349
New
Increased
Reduced
Closed

Top Buys

1
+$1.17M
2
+$1.1M
3
+$1.05M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$1.03M
5
MSFT icon
Microsoft
MSFT
+$766K

Top Sells

1
+$1.15M
2
+$1.04M
3
+$910K
4
JCI icon
Johnson Controls International
JCI
+$852K
5
CERN
Cerner Corp
CERN
+$850K

Sector Composition

1 Financials 11.76%
2 Technology 10.46%
3 Healthcare 9.24%
4 Industrials 8.69%
5 Consumer Discretionary 6.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$311K 0.11%
16,960
-354
227
$311K 0.11%
14,093
-292
228
$310K 0.11%
+2,267
229
$310K 0.11%
27,794
-577
230
$309K 0.11%
+38,896
231
$309K 0.11%
26,541
-549
232
$305K 0.11%
+6,189
233
$302K 0.11%
6,486
-658
234
$301K 0.11%
+19,844
235
$301K 0.11%
3,897
-84
236
$300K 0.11%
5,624
-103
237
$298K 0.11%
1,125
+46
238
$297K 0.11%
3,187
-66
239
$297K 0.11%
2,660
+88
240
$296K 0.11%
5,152
-10,514
241
$295K 0.11%
16,518
-349
242
$295K 0.11%
20,452
-419
243
$295K 0.11%
+6,165
244
$292K 0.11%
+10,756
245
$292K 0.11%
2,538
-75
246
$290K 0.11%
+4,366
247
$290K 0.11%
6,280
-131
248
$287K 0.11%
9,294
-202
249
$286K 0.1%
+1,801
250
$285K 0.1%
6,843
-145
8 9
10
11 12