CIM
CIM Investment Management Portfolio holdings
AUM
$525M
This Quarter Return
+6.5%
1 Year Return
+18.97%
3 Year Return
+87.66%
5 Year Return
+127.31%
10 Year Return
+233.62%
AUM
$338M
AUM Growth
+$338M
(+4.3%)
Cap. Flow
+$1.44M
Cap. Flow
% of AUM
0.43%
Top 10 Holdings %
Top 10 Hldgs %
48.08%
Holding
267
New
12
Increased
7
Reduced
158
Closed
13
Top Buys
| 1 |
iShares Core S&P 500 ETF
IVV
|
$1.24M |
| 2 |
Akamai
AKAM
|
$1.21M |
| 3 |
Starbucks
SBUX
|
$1.12M |
| 4 |
Newmont
NEM
|
$1.03M |
| 5 |
Target
TGT
|
$901K |
Top Sells
| 1 |
Tyler Technologies
TYL
|
$1.07M |
| 2 |
HCA Healthcare
HCA
|
$818K |
| 3 |
Goldman Sachs
GS
|
$812K |
| 4 |
3M
MMM
|
$755K |
| 5 |
Lockheed Martin
LMT
|
$674K |
Sector Composition
| 1 | Technology | 20.58% |
| 2 | Consumer Discretionary | 7.19% |
| 3 | Healthcare | 6.99% |
| 4 | Industrials | 6.54% |
| 5 | Communication Services | 6.34% |
