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
$336M
AUM Growth
+$25.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
299
New
Increased
Reduced
Closed

Top Buys

1
+$2.26M
2
+$1.92M
3
+$1.89M
4
SBUX icon
Starbucks
SBUX
+$1.63M
5
FCX icon
Freeport-McMoran
FCX
+$897K

Top Sells

1
+$2.93M
2
+$1.94M
3
+$1.9M
4
MKTX icon
MarketAxess Holdings
MKTX
+$1.33M
5
TER icon
Teradyne
TER
+$881K

Sector Composition

1 Technology 18.6%
2 Industrials 7.91%
3 Healthcare 7.7%
4 Consumer Discretionary 7.08%
5 Financials 6.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$248K 0.07%
16,114
227
$245K 0.07%
3,485
228
$245K 0.07%
+13,070
229
$244K 0.07%
+1,247
230
$244K 0.07%
1,484
231
$242K 0.07%
1,773
232
$240K 0.07%
6,505
233
$238K 0.07%
2,265
234
$237K 0.07%
18,270
235
$237K 0.07%
6,137
236
$236K 0.07%
5,575
237
$235K 0.07%
5,434
238
$233K 0.07%
19,762
239
$226K 0.07%
3,675
240
$226K 0.07%
3,431
241
$225K 0.07%
+6,786
242
$221K 0.07%
3,156
243
$220K 0.07%
3,879
244
$217K 0.06%
27,213
245
$216K 0.06%
1,941
246
$213K 0.06%
2,283
247
$212K 0.06%
1,613
248
$210K 0.06%
7,205
249
$209K 0.06%
5,975
250
$207K 0.06%
2,603
8 9
10
11 12