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
$318M
AUM Growth
-$5.34M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
335
New
Increased
Reduced
Closed

Top Buys

1 +$2.77M
2 +$1.2M
3 +$1.05M
4
AMAT icon
Applied Materials
AMAT
+$1M
5
ZG icon
Zillow
ZG
+$992K

Top Sells

1 +$2.15M
2 +$1.56M
3 +$1.23M
4
ISRG icon
Intuitive Surgical
ISRG
+$1.11M
5
NVDA icon
NVIDIA
NVDA
+$1.04M

Sector Composition

1 Technology 16.6%
2 Consumer Discretionary 9.23%
3 Financials 9.19%
4 Healthcare 8.94%
5 Communication Services 7.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
226
$262K 0.08%
6,888
227
$260K 0.08%
5,490
228
$259K 0.08%
1,015
229
$259K 0.08%
+6,592
230
$257K 0.08%
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231
$256K 0.08%
3,587
232
$256K 0.08%
7,522
233
$254K 0.08%
1,129
234
$253K 0.08%
8,125
235
$252K 0.08%
6,219
236
$250K 0.08%
12,042
237
$249K 0.08%
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238
$246K 0.08%
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239
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240
$243K 0.08%
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241
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242
$241K 0.08%
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243
$238K 0.07%
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244
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245
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246
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247
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248
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249
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3,611
250
$234K 0.07%
13,430