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
$248M
AUM Growth
+$43.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
273
New
Increased
Reduced
Closed

Top Buys

1
+$2.52M
2
+$1.69M
3
+$1.11M
4
BMY icon
Bristol-Myers Squibb
BMY
+$884K
5
RTX icon
RTX Corp
RTX
+$863K

Top Sells

1
+$16.3M
2
+$1.38M
3
+$1.3M
4
MKTX icon
MarketAxess Holdings
MKTX
+$1.13M
5
PYPL icon
PayPal
PYPL
+$1.04M

Sector Composition

1 Technology 11.48%
2 Healthcare 10.05%
3 Financials 8.39%
4 Communication Services 6.69%
5 Consumer Staples 6.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$37K 0.01%
18,635
+3,176
252
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-5,996
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-3,961
254
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255
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257
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258
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259
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-6,623
261
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264
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265
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266
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267
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268
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270
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271
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272
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-6,933
7 8 9 10
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