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
$260M
AUM Growth
+$29.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
342
New
Increased
Reduced
Closed

Top Buys

1
+$1.35M
2
+$1.3M
3
+$1.14M
4
ADBE icon
Adobe
ADBE
+$933K
5
ABBV icon
AbbVie
ABBV
+$929K

Top Sells

1
+$2.48M
2
+$1.08M
3
+$1.01M
4
APTV icon
Aptiv
APTV
+$1M
5
DOCU icon
DocuSign
DOCU
+$982K

Sector Composition

1 Financials 11.58%
2 Technology 9.59%
3 Healthcare 9.21%
4 Industrials 9.03%
5 Consumer Discretionary 7.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$283K 0.11%
2,188
-19
252
$282K 0.11%
10,341
-88
253
$280K 0.11%
2,613
-22
254
$280K 0.11%
14,865
-15,121
255
$279K 0.11%
16,227
-138
256
$279K 0.11%
8,884
-75
257
$279K 0.11%
6,868
-58
258
$277K 0.11%
4,033
-34
259
$276K 0.11%
9,309
-79
260
$271K 0.1%
4,283
-4,361
261
$268K 0.1%
+2,190
262
$267K 0.1%
5,808
-49
263
$267K 0.1%
4,127
-4,190
264
$265K 0.1%
+6,636
265
$264K 0.1%
2,825
-24
266
$261K 0.1%
20,871
-177
267
$260K 0.1%
11,742
-100
268
$259K 0.1%
6,468
-55
269
$258K 0.1%
3,903
270
$258K 0.1%
27,090
-230
271
$256K 0.1%
+2,438
272
$254K 0.1%
+7,723
273
$252K 0.1%
+9,496
274
$249K 0.1%
3,105
-3,165
275
$249K 0.1%
4,157
9 10
11
12 13