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
$273M
AUM Growth
+$13.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
349
New
Increased
Reduced
Closed

Top Buys

1
+$1.17M
2
+$1.1M
3
+$1.05M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$1.03M
5
MSFT icon
Microsoft
MSFT
+$766K

Top Sells

1
+$1.15M
2
+$1.04M
3
+$910K
4
JCI icon
Johnson Controls International
JCI
+$852K
5
CERN
Cerner Corp
CERN
+$850K

Sector Composition

1 Financials 11.76%
2 Technology 10.46%
3 Healthcare 9.24%
4 Industrials 8.69%
5 Consumer Discretionary 6.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$283K 0.1%
13,625
-288
252
$278K 0.1%
7,696
-161
253
$277K 0.1%
10,134
-207
254
$277K 0.1%
2,385
-53
255
$274K 0.1%
+4,736
256
$273K 0.1%
+2,093
257
$271K 0.1%
12,969
-268
258
$270K 0.1%
12,540
-263
259
$270K 0.1%
22,539
-479
260
$269K 0.1%
+1,725
261
$266K 0.1%
2,763
-62
262
$265K 0.1%
1,296
-1,358
263
$264K 0.1%
+7,566
264
$261K 0.1%
25,636
-524
265
$261K 0.1%
27,042
-552
266
$261K 0.1%
+4,739
267
$260K 0.1%
+6,303
268
$257K 0.09%
228
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269
$257K 0.09%
6,335
-133
270
$256K 0.09%
9,093
-192
271
$254K 0.09%
14,570
-295
272
$249K 0.09%
+7,132
273
$247K 0.09%
+4,613
274
$245K 0.09%
2,780
-2,893
275
$245K 0.09%
13,160
-280
9 10
11
12 13