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
-$6.19M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
400
New
Increased
Reduced
Closed

Top Buys

1
+$5.66M
2
+$1.29M
3
+$1.23M
4
NOC icon
Northrop Grumman
NOC
+$1.15M
5
SBUX icon
Starbucks
SBUX
+$1.12M

Top Sells

1
+$1.36M
2
+$1.24M
3
+$1.14M
4
URI icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$301K 0.11%
9,634
252
$300K 0.11%
+168
253
$297K 0.11%
+4,776
254
$296K 0.11%
13,730
255
$291K 0.11%
+7,009
256
$290K 0.11%
7,058
257
$290K 0.11%
21,262
258
$290K 0.11%
5,237
259
$289K 0.11%
18,294
-12,798
260
$288K 0.1%
8,081
261
$288K 0.1%
4,752
262
$287K 0.1%
6,400
263
$284K 0.1%
4,674
264
$283K 0.1%
3,643
265
$283K 0.1%
10,954
266
$282K 0.1%
4,392
-246
267
$281K 0.1%
19,097
-6,934
268
$277K 0.1%
+38,724
269
$276K 0.1%
16,670
270
$276K 0.1%
20,245
271
$276K 0.1%
+14,646
272
$275K 0.1%
16,293
-16,288
273
$275K 0.1%
29,555
274
$275K 0.1%
2,605
275
$273K 0.1%
7,849
9 10
11
12 13