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
$230M
AUM Growth
+$12M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
307
New
Increased
Reduced
Closed

Top Buys

1
+$10.8M
2
+$2.08M
3
+$1.52M
4
MCK icon
McKesson
MCK
+$1.5M
5
TRIP icon
TripAdvisor
TRIP
+$1.18M

Top Sells

1
+$2.02M
2
+$1.42M
3
+$1.36M
4
HD icon
Home Depot
HD
+$1.3M
5
KRFT
KRAFT FOODS GROUP INC COM STK (VA)
KRFT
+$1.29M

Sector Composition

1 Financials 14.58%
2 Healthcare 12.99%
3 Technology 10.91%
4 Industrials 8.38%
5 Energy 7.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$131K 0.06%
791
252
$123K 0.05%
12,950
253
$86K 0.04%
11,298
254
$3K ﹤0.01%
10,124
255
– –
-5,561
256
– –
-30,142
257
– –
-7,163
258
– –
-4,606
259
– –
-27,617
260
– –
-12,269
261
– –
-20,596
262
– –
-8,769
263
– –
-18,856
264
– –
-6,340
265
– –
-11,301
266
– –
-5,675
267
– –
-13,754
268
– –
-16,603
269
– –
-24,126
270
– –
-10,084
271
– –
-6,326
272
– –
-3,628
273
– –
-4,451
274
– –
-14,627
275
– –
-36,849
9 10
11
12 13