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
$291M
AUM Growth
+$16.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
379
New
Increased
Reduced
Closed

Top Buys

1
+$7.25M
2
+$2.11M
3
+$1.59M
4
CHK
Chesapeake Energy Corporation
CHK
+$1.06M
5
REGN icon
Regeneron Pharmaceuticals
REGN
+$978K

Top Sells

1
+$1.8M
2
+$1.3M
3
+$1.19M
4
SBUX icon
Starbucks
SBUX
+$977K
5
CI icon
Cigna
CI
+$944K

Sector Composition

1 Financials 11.72%
2 Technology 10.8%
3 Healthcare 9.4%
4 Industrials 7.84%
5 Consumer Discretionary 7.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$320K 0.11%
9,050
-8,900
252
$319K 0.11%
+13,395
253
$315K 0.11%
7,865
-782
254
$315K 0.11%
3,626
255
$312K 0.11%
9,083
256
$311K 0.11%
3,754
257
$311K 0.11%
6,353
-6,355
258
$310K 0.11%
22,986
259
$309K 0.11%
1,928
260
$308K 0.11%
2,128
261
$307K 0.11%
5,706
262
$303K 0.1%
13,112
-1,422
263
$303K 0.1%
6,596
264
$300K 0.1%
20,859
265
$299K 0.1%
4,718
-476
266
$296K 0.1%
4,367
267
$293K 0.1%
11,228
-11,232
268
$292K 0.1%
14,150
269
$292K 0.1%
7,189
-7,193
270
$292K 0.1%
+5,825
271
$291K 0.1%
22,580
272
$286K 0.1%
23,031
273
$283K 0.1%
5,578
274
$278K 0.1%
4,387
275
$278K 0.1%
8,321
9 10
11
12 13