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
$254M
AUM Growth
+$29.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
259
New
Increased
Reduced
Closed

Top Buys

1
+$7.97M
2
+$2.76M
3
+$1.48M
4
OXY icon
Occidental Petroleum
OXY
+$688K
5
GNRC icon
Generac Holdings
GNRC
+$675K

Top Sells

1
+$887K
2
+$788K
3
+$720K
4
BMY icon
Bristol-Myers Squibb
BMY
+$718K
5
HON icon
Honeywell
HON
+$710K

Sector Composition

1 Technology 16.25%
2 Healthcare 8.06%
3 Consumer Discretionary 6.99%
4 Financials 6.86%
5 Industrials 6.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
– –
-20,229
252
– –
-15,082
253
– –
-4,754
254
– –
-9,589
255
– –
-671
256
– –
-7,769
257
– –
-4,505
258
– –
-1,393
259
– –
-8,965
7 8 9 10
11