CIM
CIM Investment Management Portfolio holdings
AUM
$525M
This Quarter Return
+8.11%
1 Year Return
+18.97%
3 Year Return
+87.66%
5 Year Return
+127.31%
10 Year Return
+233.62%
AUM
$254M
AUM Growth
+$254M
(+13%)
Cap. Flow
+$14.4M
Cap. Flow
% of AUM
5.66%
Top 10 Holdings %
Top 10 Hldgs %
47.13%
Holding
259
New
35
Increased
23
Reduced
140
Closed
11
Top Buys
| 1 |
iShares Core US Aggregate Bond ETF
AGG
|
$7.97M |
| 2 |
iShares Core S&P 500 ETF
IVV
|
$2.76M |
| 3 |
ATVI
Activision Blizzard Inc.
ATVI
|
$1.48M |
| 4 |
Occidental Petroleum
OXY
|
$688K |
| 5 |
Generac Holdings
GNRC
|
$675K |
Top Sells
| 1 |
TWTR
Twitter, Inc.
TWTR
|
$887K |
| 2 |
Leidos
LDOS
|
$788K |
| 3 |
Netflix
NFLX
|
$720K |
| 4 |
Bristol-Myers Squibb
BMY
|
$718K |
| 5 |
Honeywell
HON
|
$710K |
Sector Composition
| 1 | Technology | 16.25% |
| 2 | Healthcare | 8.06% |
| 3 | Consumer Discretionary | 6.99% |
| 4 | Financials | 6.86% |
| 5 | Industrials | 6.47% |
