CIM

CIM Investment Management Portfolio holdings

AUM $369M
1-Year Est. Return 22.35%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+22.35%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$228M
AUM Growth
-$2.73M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
299
New
Increased
Reduced
Closed

Top Buys

1
+$1.09M
2
+$1.07M
3
+$1.05M
4
VTRS icon
Viatris
VTRS
+$1.05M
5
STJ
St Jude Medical
STJ
+$934K

Top Sells

1
+$1.53M
2
+$1.13M
3
+$1.07M
4
CI icon
Cigna
CI
+$924K
5
MSFT icon
Microsoft
MSFT
+$920K

Sector Composition

1 Financials 13.96%
2 Healthcare 13.39%
3 Technology 10.75%
4 Industrials 8.26%
5 Energy 7.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$132K 0.06%
791
252
$116K 0.05%
11,161
253
$77K 0.03%
11,298
254
$2K ﹤0.01%
10,124
255
– –
-1,209
256
– –
-3,252
257
– –
-12,950
258
– –
-5,271
259
$0 ﹤0.01%
+40,000
260
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-5,562
261
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-16,507
262
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-11,654
263
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-13,125
264
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-575
265
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-50,490
266
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-4,042
267
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-206
268
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-7,142
269
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-8,596
270
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-15,472
271
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-5,464
272
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-20,887
273
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-14,495
274
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-22,920
275
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-11,855
8 9 10
11
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