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
$254M
AUM Growth
+$29.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
259
New
Increased
Reduced
Closed

Top Buys

1
+$7.97M
2
+$2.76M
3
+$1.48M
4
OXY icon
Occidental Petroleum
OXY
+$688K
5
GNRC icon
Generac Holdings
GNRC
+$675K

Top Sells

1
+$887K
2
+$788K
3
+$720K
4
BMY icon
Bristol-Myers Squibb
BMY
+$718K
5
HON icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$198K 0.08%
42,977
-1,156
227
$192K 0.08%
13,761
228
$178K 0.07%
13,862
229
$177K 0.07%
14,986
230
$175K 0.07%
18,067
-484
231
$167K 0.07%
15,744
232
$127K 0.05%
15,582
233
$103K 0.04%
548
234
$87K 0.03%
25,370
235
$86.9K 0.03%
20,499
236
$85.9K 0.03%
13,813
237
$85K 0.03%
+13,297
238
$84.1K 0.03%
10,591
-262
239
$72.2K 0.03%
+14,787
240
$61.2K 0.02%
70
+26
241
$59.6K 0.02%
20,191
242
$47.7K 0.02%
12,161
243
$44.5K 0.02%
68,758
+55,529
244
$40.8K 0.02%
32,668
245
$34.6K 0.01%
91
246
$27.1K 0.01%
47,773
247
$26.7K 0.01%
2,634
248
$11.2K ﹤0.01%
860
249
– –
-15,569
250
– –
-57,394
7 8 9
10
11