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
$230M
AUM Growth
-$49.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
343
New
Increased
Reduced
Closed

Top Buys

1
+$3.75M
2
+$1.27M
3
+$982K
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$707K
5
UNH icon
UnitedHealth
UNH
+$564K

Top Sells

1
+$1.44M
2
+$1.18M
3
+$918K
4
AMGN icon
Amgen
AMGN
+$723K
5
RHT
Red Hat Inc
RHT
+$677K

Sector Composition

1 Financials 11.86%
2 Technology 9.48%
3 Healthcare 8.83%
4 Industrials 8.49%
5 Consumer Discretionary 6.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$240K 0.1%
3,903
-174
252
$237K 0.1%
3,100
253
$237K 0.1%
3,640
254
$236K 0.1%
7,924
255
$232K 0.1%
9,995
-4,136
256
$232K 0.1%
1,933
257
$231K 0.1%
1,292
258
$231K 0.1%
2,479
259
$230K 0.1%
54,190
260
$230K 0.1%
21,048
261
$230K 0.1%
2,635
262
$229K 0.1%
11,842
263
$228K 0.1%
9,364
264
$228K 0.1%
8,615
265
$228K 0.1%
31,298
+15,722
266
$228K 0.1%
7,188
267
$227K 0.1%
8,294
268
$224K 0.1%
+1,100
269
$224K 0.1%
+1,785
270
$224K 0.1%
4,526
271
$223K 0.1%
5,160
-222
272
$223K 0.1%
5,465
273
$222K 0.1%
6,037
274
$218K 0.09%
4,067
-4,062
275
$216K 0.09%
15,130
9 10
11
12 13