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
$207M
AUM Growth
-$20.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
287
New
Increased
Reduced
Closed

Top Buys

1
+$2.14M
2
+$1.36M
3
+$1.28M
4
CI icon
Cigna
CI
+$1.2M
5
PYPL icon
PayPal
PYPL
+$912K

Top Sells

1
+$2.53M
2
+$2.25M
3
+$1.81M
4
XOM icon
Exxon Mobil
XOM
+$1.32M
5
IBM icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
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