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
$270M
AUM Growth
+$16.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
280
New
Increased
Reduced
Closed

Top Buys

1
+$1.03M
2
+$1.03M
3
+$916K
4
STZ icon
Constellation Brands
STZ
+$893K
5
WYNN icon
Wynn Resorts
WYNN
+$890K

Top Sells

1
+$7.97M
2
+$4.21M
3
+$1.48M
4
MSFT icon
Microsoft
MSFT
+$1.19M
5
AMZN icon
Amazon
AMZN
+$979K

Sector Composition

1 Technology 17.23%
2 Healthcare 8.84%
3 Consumer Discretionary 7.33%
4 Industrials 7.33%
5 Communication Services 6.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$141K 0.05%
14,355
+493
252
$126K 0.05%
11,074
+483
253
$117K 0.04%
568
+20
254
$96.1K 0.04%
71,220
+2,462
255
$91.1K 0.03%
14,306
+493
256
$86.2K 0.03%
26,275
+905
257
$84.2K 0.03%
13,773
+476
258
$76.7K 0.03%
15,313
+526
259
$49.4K 0.02%
33,829
+1,161
260
$48.2K 0.02%
72
+2
261
$43.1K 0.02%
12,594
+433
262
$39.3K 0.01%
20,910
+719
263
$32.4K 0.01%
2,728
+94
264
$31.4K 0.01%
94
+3
265
$30.3K 0.01%
49,475
+1,702
266
$23.3K 0.01%
+1,012
267
$7.12K ﹤0.01%
890
+30
268
– –
-82,145
269
– –
-4,390
270
– –
-59,075
271
– –
-4,988
272
– –
-9,707
273
– –
-4,171
274
– –
-4,645
275
– –
-21,497
8 9 10
11
12