CIM
CIM Investment Management Portfolio holdings
AUM
$525M
1-Year Return
18.97%
This Quarter Return
-7.6%
1 Year Return
+18.97%
3 Year Return
+87.66%
5 Year Return
+127.31%
10 Year Return
+233.62%
AUM
$207M
AUM Growth
-$20.3M
(-8.9%)
Cap. Flow
-$2.28M
Cap. Flow
% of AUM
-1.1%
Top 10 Holdings %
Top 10 Hldgs %
22.68%
Holding
287
New
30
Increased
93
Reduced
9
Closed
37
Top Buys
| 1 |
Alphabet (Google) Class A
GOOGL
|
+$2.14M |
| 2 |
JWN
Nordstrom
JWN
|
+$1.36M |
| 3 |
Bristol-Myers Squibb
BMY
|
+$1.28M |
| 4 |
Cigna
CI
|
+$1.2M |
| 5 |
PayPal
PYPL
|
+$912K |
Top Sells
| 1 |
Johnson & Johnson
JNJ
|
+$2.53M |
| 2 |
Alphabet (Google) Class C
GOOG
|
+$2.25M |
| 3 |
iShares Core S&P 500 ETF
IVV
|
+$1.81M |
| 4 |
Exxon Mobil
XOM
|
+$1.32M |
| 5 |
IBM
IBM
|
+$1.12M |
Sector Composition
| 1 | Financials | 15.24% |
| 2 | Healthcare | 12.72% |
| 3 | Technology | 10.37% |
| 4 | Consumer Discretionary | 8.37% |
| 5 | Communication Services | 7.78% |
