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
$308M
AUM Growth
+$44.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
309
New
Increased
Reduced
Closed

Top Buys

1
+$2.95M
2
+$1.36M
3
+$1.07M
4
MA icon
Mastercard
MA
+$916K
5
DXCM icon
DexCom
DXCM
+$847K

Top Sells

1
+$3.34M
2
+$1.63M
3
+$883K
4
TMO icon
Thermo Fisher Scientific
TMO
+$839K
5
CF icon
CF Industries
CF
+$806K

Sector Composition

1 Technology 12.81%
2 Healthcare 10.34%
3 Financials 9.33%
4 Industrials 6.77%
5 Consumer Discretionary 6.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$226K 0.07%
+6,148
252
$225K 0.07%
9,737
-9,742
253
$225K 0.07%
+1,490
254
$223K 0.07%
10,319
255
$222K 0.07%
+3,938
256
$222K 0.07%
+6,488
257
$220K 0.07%
+3,227
258
$219K 0.07%
+5,230
259
$219K 0.07%
20,115
260
$217K 0.07%
+2,054
261
$216K 0.07%
4,054
-4,060
262
$216K 0.07%
13,752
263
$215K 0.07%
+44
264
$214K 0.07%
+1,465
265
$211K 0.07%
+2,703
266
$211K 0.07%
+3,997
267
$210K 0.07%
+1,517
268
$209K 0.07%
+2,989
269
$208K 0.07%
+7,552
270
$204K 0.07%
+4,777
271
$204K 0.07%
954
272
$202K 0.07%
+1,169
273
$201K 0.07%
10,908
274
$201K 0.07%
19,079
275
$179K 0.06%
16,394
9 10
11
12 13