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
$248M
AUM Growth
+$43.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
273
New
Increased
Reduced
Closed

Top Buys

1
+$2.52M
2
+$1.69M
3
+$1.11M
4
BMY icon
Bristol-Myers Squibb
BMY
+$884K
5
RTX icon
RTX Corp
RTX
+$863K

Top Sells

1
+$16.3M
2
+$1.38M
3
+$1.3M
4
MKTX icon
MarketAxess Holdings
MKTX
+$1.13M
5
PYPL icon
PayPal
PYPL
+$1.04M

Sector Composition

1 Technology 11.48%
2 Healthcare 10.05%
3 Financials 8.39%
4 Communication Services 6.69%
5 Consumer Staples 6.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$181K 0.07%
13,182
+2,242
227
$180K 0.07%
14,150
+2,408
228
$178K 0.07%
15,563
+2,649
229
$170K 0.07%
33,324
230
$169K 0.07%
+11,587
231
$167K 0.07%
+37,208
232
$164K 0.07%
+10,751
233
$160K 0.06%
18,803
+3,199
234
$159K 0.06%
+15,360
235
$149K 0.06%
16,158
+2,749
236
$142K 0.06%
18,160
+3,079
237
$141K 0.06%
+12,691
238
$141K 0.06%
20,489
+3,486
239
$133K 0.05%
16,041
+2,726
240
$128K 0.05%
+15,784
241
$122K 0.05%
17,952
+3,052
242
$101K 0.04%
14,180
+2,412
243
$98K 0.04%
+11,479
244
$92K 0.04%
2,156
+367
245
$71K 0.03%
20,558
+3,490
246
$68K 0.03%
15,419
-10,169
247
$58K 0.02%
29,561
+5,008
248
$53K 0.02%
40,222
+6,809
249
$50K 0.02%
+11,290
250
$42K 0.02%
+11,513
7 8 9
10
11