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
$270M
AUM Growth
+$16.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
280
New
Increased
Reduced
Closed

Top Buys

1
+$1.03M
2
+$1.03M
3
+$916K
4
STZ icon
Constellation Brands
STZ
+$893K
5
WYNN icon
Wynn Resorts
WYNN
+$890K

Top Sells

1
+$7.97M
2
+$4.21M
3
+$1.48M
4
MSFT icon
Microsoft
MSFT
+$1.19M
5
AMZN icon
Amazon
AMZN
+$979K

Sector Composition

1 Technology 17.23%
2 Healthcare 8.84%
3 Consumer Discretionary 7.33%
4 Industrials 7.33%
5 Communication Services 6.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$229K 0.08%
+10,851
227
$229K 0.08%
4,306
+148
228
$228K 0.08%
5,434
+186
229
$227K 0.08%
+2,527
230
$225K 0.08%
+2,405
231
$224K 0.08%
3,552
-6,746
232
$220K 0.08%
8,648
+3,152
233
$219K 0.08%
19,762
+680
234
$219K 0.08%
+14,122
235
$218K 0.08%
2,871
+99
236
$214K 0.08%
+2,129
237
$214K 0.08%
18,946
+879
238
$209K 0.08%
1,053
+43
239
$206K 0.08%
+2,592
240
$202K 0.07%
5,465
+188
241
$201K 0.07%
+11,701
242
$201K 0.07%
+5,255
243
$200K 0.07%
23,111
+795
244
$192K 0.07%
21,229
+730
245
$188K 0.07%
+21,876
246
$187K 0.07%
16,137
+555
247
$180K 0.07%
41,179
+1,416
248
$177K 0.07%
14,250
+489
249
$166K 0.06%
11,964
+411
250
$158K 0.06%
11,712
-10,157
8 9
10
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