CIM
CIM Investment Management Portfolio holdings
AUM
$525M
1-Year Return
18.97%
This Quarter Return
+7.61%
1 Year Return
+18.97%
3 Year Return
+87.66%
5 Year Return
+127.31%
10 Year Return
+233.62%
AUM
$263M
AUM Growth
+$15.2M
(+6.1%)
Cap. Flow
-$1.53M
Cap. Flow
% of AUM
-0.58%
Top 10 Holdings %
Top 10 Hldgs %
47.33%
Holding
290
New
38
Increased
84
Reduced
133
Closed
32
Top Buys
| 1 |
WORK
Slack Technologies, Inc.
WORK
|
$1.63M |
| 2 |
Apple
AAPL
|
$1.2M |
| 3 |
AT&T
T
|
$1.03M |
| 4 |
Salesforce
CRM
|
$981K |
| 5 |
Baxter International
BAX
|
$785K |
Top Sells
| 1 |
iShares Core S&P 500 ETF
IVV
|
$2.64M |
| 2 |
Church & Dwight Co
CHD
|
$970K |
| 3 |
Colgate-Palmolive
CL
|
$948K |
| 4 |
NVIDIA
NVDA
|
$946K |
| 5 |
Comcast
CMCSA
|
$822K |
Sector Composition
| 1 | Technology | 13.58% |
| 2 | Healthcare | 9.85% |
| 3 | Financials | 8.48% |
| 4 | Communication Services | 6.97% |
| 5 | Consumer Discretionary | 6.01% |
