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
$310M
AUM Growth
+$37.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
291
New
Increased
Reduced
Closed

Top Buys

1 +$2.35M
2 +$472K
3 +$279K
4
CYTK icon
Cytokinetics
CYTK
+$263K
5
COF icon
Capital One
COF
+$258K

Top Sells

1 +$339K
2 +$274K
3 +$254K
4
MHO icon
M/I Homes
MHO
+$245K
5
MRNA icon
Moderna
MRNA
+$217K

Sector Composition

1 Technology 18.36%
2 Healthcare 8.18%
3 Industrials 7.64%
4 Consumer Discretionary 7.27%
5 Communication Services 6.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
226
$258K 0.08%
19,400
227
$258K 0.08%
16,114
228
$253K 0.08%
3,879
229
$253K 0.08%
8,973
230
$252K 0.08%
1,941
231
$250K 0.08%
6,004
232
$250K 0.08%
8,085
233
$250K 0.08%
5,434
234
$244K 0.08%
1,773
-1,779
235
$243K 0.08%
5,084
236
$242K 0.08%
4,846
237
$238K 0.08%
1,027
238
$238K 0.08%
3,675
239
$237K 0.08%
1,417
240
$235K 0.08%
5,520
241
$235K 0.08%
859
242
$234K 0.08%
2,603
243
$233K 0.08%
1,613
244
$232K 0.07%
+734
245
$225K 0.07%
2,265
246
$224K 0.07%
+2,283
247
$223K 0.07%
3,541
248
$221K 0.07%
2,871
249
$221K 0.07%
21,453
250
$220K 0.07%
14,250