CIM
CIM Investment Management Portfolio holdings
AUM
$525M
This Quarter Return
+9.38%
1 Year Return
+18.97%
3 Year Return
+87.66%
5 Year Return
+127.31%
10 Year Return
+233.62%
AUM
$294M
AUM Growth
+$294M
(+8.7%)
Cap. Flow
+$2.63M
Cap. Flow
% of AUM
0.9%
Top 10 Holdings %
Top 10 Hldgs %
45.09%
Holding
295
New
28
Increased
160
Reduced
12
Closed
17
Top Buys
| 1 |
ON Semiconductor
ON
|
$882K |
| 2 |
Teleflex
TFX
|
$789K |
| 3 |
Dentsply Sirona
XRAY
|
$604K |
| 4 |
Generac Holdings
GNRC
|
$535K |
| 5 |
Enphase Energy
ENPH
|
$509K |
Top Sells
| 1 |
Uber
UBER
|
$950K |
| 2 |
iShares Core S&P 500 ETF
IVV
|
$880K |
| 3 |
PNC Financial Services
PNC
|
$758K |
| 4 |
Microsoft
MSFT
|
$731K |
| 5 |
Stanley Black & Decker
SWK
|
$728K |
Sector Composition
| 1 | Technology | 18.14% |
| 2 | Healthcare | 9.06% |
| 3 | Consumer Discretionary | 7.82% |
| 4 | Industrials | 7.57% |
| 5 | Communication Services | 6.89% |
