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
$334M
AUM Growth
+$16.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
321
New
Increased
Reduced
Closed

Top Buys

1
+$1.5M
2
+$1.08M
3
+$900K
4
TMO icon
Thermo Fisher Scientific
TMO
+$872K
5
EQIX icon
Equinix
EQIX
+$652K

Top Sells

1
+$1.91M
2
+$1.81M
3
+$1.24M
4
HD icon
Home Depot
HD
+$1.05M
5
MSFT icon
Microsoft
MSFT
+$1.01M

Sector Composition

1 Technology 17.14%
2 Healthcare 9.07%
3 Consumer Discretionary 8.64%
4 Financials 8.45%
5 Communication Services 7.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$240K 0.07%
6,581
-7,081
252
$239K 0.07%
1,383
253
$237K 0.07%
+3,627
254
$237K 0.07%
5,212
255
$236K 0.07%
1,960
256
$236K 0.07%
1,355
-27
257
$233K 0.07%
4,656
258
$232K 0.07%
3,119
259
$231K 0.07%
4,497
260
$230K 0.07%
5,712
261
$230K 0.07%
2,591
262
$228K 0.07%
15,473
263
$228K 0.07%
2,551
264
$225K 0.07%
6,888
265
$225K 0.07%
1,573
-1,581
266
$224K 0.07%
4,928
267
$223K 0.07%
2,787
268
$222K 0.07%
+2,300
269
$222K 0.07%
11,097
270
$222K 0.07%
+5,542
271
$218K 0.07%
7,128
272
$218K 0.07%
+8,886
273
$217K 0.06%
6,868
274
$216K 0.06%
4,532
275
$213K 0.06%
11,496
9 10
11
12 13