CIM
CIM Investment Management Portfolio holdings
AUM
$525M
This Quarter Return
+3.42%
1 Year Return
+18.97%
3 Year Return
+87.66%
5 Year Return
+127.31%
10 Year Return
+233.62%
AUM
$275M
AUM Growth
+$275M
(-2.2%)
Cap. Flow
-$13.5M
Cap. Flow
% of AUM
-4.91%
Top 10 Holdings %
Top 10 Hldgs %
32.86%
Holding
400
New
43
Increased
16
Reduced
122
Closed
85
Top Buys
| 1 |
iShares Core S&P 500 ETF
IVV
|
$5.66M |
| 2 |
Philip Morris
PM
|
$1.29M |
| 3 |
Costco
COST
|
$1.23M |
| 4 |
Northrop Grumman
NOC
|
$1.15M |
| 5 |
Starbucks
SBUX
|
$1.12M |
Top Sells
| 1 |
Berkshire Hathaway Class B
BRK.B
|
$1.36M |
| 2 |
Meta Platforms (Facebook)
META
|
$1.24M |
| 3 |
Monster Beverage
MNST
|
$1.14M |
| 4 |
United Rentals
URI
|
$1.08M |
| 5 |
DD
Du Pont De Nemours E I
DD
|
$1.02M |
Sector Composition
| 1 | Financials | 11.92% |
| 2 | Technology | 10.91% |
| 3 | Industrials | 8.99% |
| 4 | Healthcare | 8.61% |
| 5 | Consumer Discretionary | 6.06% |
