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
$334M
AUM Growth
+$16.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
321
New
Increased
Reduced
Closed

Top Buys

1
+$1.5M
2
+$1.08M
3
+$900K
4
TMO icon
Thermo Fisher Scientific
TMO
+$872K
5
EQIX icon
Equinix
EQIX
+$652K

Top Sells

1
+$1.91M
2
+$1.81M
3
+$1.24M
4
HD icon
Home Depot
HD
+$1.05M
5
MSFT icon
Microsoft
MSFT
+$1.01M

Sector Composition

1 Technology 17.14%
2 Healthcare 9.07%
3 Consumer Discretionary 8.64%
4 Financials 8.45%
5 Communication Services 7.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$277K 0.08%
9,909
227
$276K 0.08%
1,129
228
$273K 0.08%
18,007
229
$272K 0.08%
979
-36
230
$272K 0.08%
3,203
-64
231
$267K 0.08%
+1,656
232
$265K 0.08%
2,564
233
$264K 0.08%
749
234
$263K 0.08%
5,170
235
$260K 0.08%
1,443
236
$258K 0.08%
+11,791
237
$257K 0.08%
3,587
238
$257K 0.08%
1,049
239
$254K 0.08%
1,303
-1,311
240
$252K 0.08%
9,739
241
$250K 0.07%
2,723
242
$247K 0.07%
15,361
243
$247K 0.07%
5,860
244
$247K 0.07%
16,607
245
$246K 0.07%
21,304
246
$246K 0.07%
5,086
-5,091
247
$244K 0.07%
12,042
248
$243K 0.07%
4,505
249
$241K 0.07%
6,018
250
$240K 0.07%
10,295
8 9
10
11 12