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
$275M
AUM Growth
+$12.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
367
New
Increased
Reduced
Closed

Top Buys

1
+$1.73M
2
+$1.32M
3
+$1.09M
4
UNP icon
Union Pacific
UNP
+$992K
5
FLR icon
Fluor
FLR
+$966K

Top Sells

1
+$1.32M
2
+$1.31M
3
+$1.17M
4
MS icon
Morgan Stanley
MS
+$927K
5
PXD
Pioneer Natural Resource Co.
PXD
+$881K

Sector Composition

1 Financials 13.06%
2 Technology 10.71%
3 Healthcare 9.46%
4 Industrials 8.59%
5 Consumer Discretionary 7.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$307K 0.11%
5,739
252
$307K 0.11%
9,927
253
$306K 0.11%
5,630
254
$305K 0.11%
4,143
+48
255
$300K 0.11%
2,960
256
$299K 0.11%
10,410
257
$299K 0.11%
2,425
258
$297K 0.11%
8,376
259
$297K 0.11%
8,083
260
$293K 0.11%
11,399
261
$292K 0.11%
52,125
262
$291K 0.11%
20,859
263
$290K 0.11%
871
264
$288K 0.1%
3,754
265
$287K 0.1%
5,578
266
$287K 0.1%
6,400
267
$286K 0.1%
6,596
268
$282K 0.1%
12,914
269
$280K 0.1%
4,367
270
$280K 0.1%
8,398
271
$278K 0.1%
5,706
272
$278K 0.1%
22,580
273
$277K 0.1%
3,850
274
$277K 0.1%
8,321
275
$277K 0.1%
17,106
9 10
11
12 13