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
$293M
AUM Growth
+$17.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
339
New
Increased
Reduced
Closed

Top Buys

1
+$3.64M
2
+$1.57M
3
+$1.36M
4
JNJ icon
Johnson & Johnson
JNJ
+$1.3M
5
PEP icon
PepsiCo
PEP
+$1.29M

Top Sells

1
+$1.72M
2
+$1.63M
3
+$1.37M
4
AMZN icon
Amazon
AMZN
+$1.21M
5
ABT icon
Abbott
ABT
+$1.17M

Sector Composition

1 Financials 11.91%
2 Technology 9.89%
3 Industrials 9.01%
4 Healthcare 7.98%
5 Consumer Discretionary 6.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$315K 0.11%
2,084
+28
252
$315K 0.11%
10,545
-343
253
$313K 0.11%
7,047
-11
254
$313K 0.11%
7,438
-117
255
$312K 0.11%
21,048
-214
256
$311K 0.11%
9,364
-94
257
$310K 0.11%
2,725
-2,842
258
$308K 0.11%
6,328
-72
259
$304K 0.1%
9,363
-186
260
$304K 0.1%
5,189
-48
261
$303K 0.1%
6,935
-74
262
$303K 0.1%
21,817
-454
263
$295K 0.1%
29,774
-519
264
$295K 0.1%
9,636
-129
265
$293K 0.1%
13,600
-130
266
$289K 0.1%
3,597
-46
267
$289K 0.1%
+4,563
268
$287K 0.1%
4,636
-116
269
$284K 0.1%
5,413
-5
270
$283K 0.1%
4,294
-87
271
$280K 0.1%
4,877
-6,324
272
$280K 0.1%
20,177
-68
273
$279K 0.1%
38,751
+27
274
$278K 0.1%
28,855
-700
275
$275K 0.09%
1,776
-89
9 10
11
12 13