CIM
CIM Investment Management Portfolio holdings
AUM
$525M
This Quarter Return
+8.23%
1 Year Return
+18.97%
3 Year Return
+87.66%
5 Year Return
+127.31%
10 Year Return
+233.62%
AUM
$253M
AUM Growth
+$253M
(-5.7%)
Cap. Flow
-$34.2M
Cap. Flow
% of AUM
-13.54%
Top 10 Holdings %
Top 10 Hldgs %
46.82%
Holding
339
New
24
Increased
24
Reduced
87
Closed
104
Top Buys
| 1 |
iShares Core S&P Small-Cap ETF
IJR
|
$1.29M |
| 2 |
Yum! Brands
YUM
|
$1.03M |
| 3 |
United Airlines
UAL
|
$1.01M |
| 4 |
Exact Sciences
EXAS
|
$1M |
| 5 |
Church & Dwight Co
CHD
|
$978K |
Top Sells
| 1 |
Alphabet (Google) Class A
GOOGL
|
$1.27M |
| 2 |
AGN
Allergan plc
AGN
|
$944K |
| 3 |
MDCO
Medicines Co
MDCO
|
$830K |
| 4 |
Verizon
VZ
|
$802K |
| 5 |
NVIDIA
NVDA
|
$781K |
Sector Composition
| 1 | Technology | 9.83% |
| 2 | Financials | 9.51% |
| 3 | Healthcare | 8.75% |
| 4 | Industrials | 7.03% |
| 5 | Communication Services | 6.13% |
