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
$308M
AUM Growth
+$44.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
309
New
Increased
Reduced
Closed

Top Buys

1
+$2.95M
2
+$1.36M
3
+$1.07M
4
MA icon
Mastercard
MA
+$916K
5
DXCM icon
DexCom
DXCM
+$847K

Top Sells

1
+$3.34M
2
+$1.63M
3
+$883K
4
TMO icon
Thermo Fisher Scientific
TMO
+$839K
5
CF icon
CF Industries
CF
+$806K

Sector Composition

1 Technology 12.81%
2 Healthcare 10.34%
3 Financials 9.33%
4 Industrials 6.77%
5 Consumer Discretionary 6.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$257K 0.08%
14,427
227
$257K 0.08%
14,409
228
$256K 0.08%
5,872
229
$255K 0.08%
6,634
-6,638
230
$254K 0.08%
4,409
231
$251K 0.08%
+1,812
232
$248K 0.08%
+2,866
233
$247K 0.08%
+8,609
234
$245K 0.08%
+4,056
235
$244K 0.08%
11,757
236
$243K 0.08%
3,921
237
$243K 0.08%
17,596
238
$242K 0.08%
13,430
239
$242K 0.08%
7,711
240
$241K 0.08%
12,051
241
$240K 0.08%
19,097
-19,103
242
$238K 0.08%
+4,464
243
$235K 0.08%
7,011
244
$234K 0.08%
12,293
245
$232K 0.08%
+3,288
246
$231K 0.08%
+5,808
247
$230K 0.07%
1,009
248
$228K 0.07%
5,154
249
$227K 0.07%
32,423
-544
250
$226K 0.07%
+5,222
8 9
10
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