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
$273M
AUM Growth
-$20.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
297
New
Increased
Reduced
Closed

Top Buys

1
+$715K
2
+$673K
3
+$648K
4
CL icon
Colgate-Palmolive
CL
+$578K
5
WMT icon
Walmart Inc. Common Stock
WMT
+$545K

Top Sells

1
+$4.76M
2
+$1.38M
3
+$1.08M
4
AKAM icon
Akamai
AKAM
+$975K
5
UBER icon
Uber
UBER
+$759K

Sector Composition

1 Technology 17.64%
2 Healthcare 8.73%
3 Consumer Discretionary 7.5%
4 Industrials 7.39%
5 Communication Services 6.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$201K 0.07%
2,128
252
$200K 0.07%
+18,270
253
$199K 0.07%
10,851
254
$196K 0.07%
23,975
255
$193K 0.07%
11,701
256
$188K 0.07%
18,175
257
$186K 0.07%
12,168
258
$174K 0.06%
14,250
259
$170K 0.06%
+28,206
260
$160K 0.06%
25,290
261
$158K 0.06%
41,179
262
$151K 0.06%
11,712
263
$149K 0.05%
21,229
264
$138K 0.05%
71,220
265
$135K 0.05%
16,137
266
$127K 0.05%
10,888
267
$127K 0.05%
14,355
268
$108K 0.04%
15,708
269
$89.6K 0.03%
14,306
270
$83.5K 0.03%
15,313
271
$73.8K 0.03%
11,964
272
$70.7K 0.03%
23,111
273
$62.7K 0.02%
13,773
274
$54.9K 0.02%
10,865
-232
275
$54.1K 0.02%
33,829
8 9 10
11
12