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
$273M
AUM Growth
-$20.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
297
New
Increased
Reduced
Closed

Top Buys

1
+$715K
2
+$673K
3
+$648K
4
CL icon
Colgate-Palmolive
CL
+$578K
5
WMT icon
Walmart Inc. Common Stock
WMT
+$545K

Top Sells

1
+$4.76M
2
+$1.38M
3
+$1.08M
4
AKAM icon
Akamai
AKAM
+$975K
5
UBER icon
Uber
UBER
+$759K

Sector Composition

1 Technology 17.64%
2 Healthcare 8.73%
3 Consumer Discretionary 7.5%
4 Industrials 7.39%
5 Communication Services 6.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$233K 0.09%
11,148
227
$233K 0.09%
3,879
228
$233K 0.09%
27,213
229
$232K 0.08%
+1,417
230
$227K 0.08%
2,365
231
$223K 0.08%
2,730
232
$223K 0.08%
+2,803
233
$219K 0.08%
16,114
234
$217K 0.08%
2,104
-40
235
$216K 0.08%
+3,675
236
$215K 0.08%
5,084
237
$214K 0.08%
2,405
238
$214K 0.08%
10,252
239
$213K 0.08%
5,434
240
$212K 0.08%
14,122
241
$211K 0.08%
859
-35
242
$210K 0.08%
21,453
243
$210K 0.08%
2,527
244
$210K 0.08%
6,004
245
$207K 0.08%
5,465
246
$206K 0.08%
19,647
247
$205K 0.07%
+5,575
248
$204K 0.07%
+8,973
249
$203K 0.07%
6,205
250
$202K 0.07%
1,027
-28
8 9
10
11 12