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
$336M
AUM Growth
+$25.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
299
New
Increased
Reduced
Closed

Top Buys

1
+$2.26M
2
+$1.92M
3
+$1.89M
4
SBUX icon
Starbucks
SBUX
+$1.63M
5
FCX icon
Freeport-McMoran
FCX
+$897K

Top Sells

1
+$2.93M
2
+$1.94M
3
+$1.9M
4
MKTX icon
MarketAxess Holdings
MKTX
+$1.33M
5
TER icon
Teradyne
TER
+$881K

Sector Composition

1 Technology 18.6%
2 Industrials 7.91%
3 Healthcare 7.7%
4 Consumer Discretionary 7.08%
5 Financials 6.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$206K 0.06%
+2,066
252
$206K 0.06%
5,107
253
$205K 0.06%
1,417
254
$204K 0.06%
+6,105
255
$204K 0.06%
13,773
256
$202K 0.06%
+1,132
257
$202K 0.06%
2,403
258
$198K 0.06%
14,250
259
$193K 0.06%
14,122
260
$191K 0.06%
21,453
261
$183K 0.05%
11,712
262
$177K 0.05%
+41,021
263
$175K 0.05%
71,220
264
$174K 0.05%
10,888
265
$172K 0.05%
12,168
266
$168K 0.05%
10,851
267
$168K 0.05%
23,975
268
$165K 0.05%
14,355
269
$152K 0.05%
25,290
270
$143K 0.04%
18,175
271
$141K 0.04%
21,229
272
$126K 0.04%
25,937
273
$125K 0.04%
28,206
274
$120K 0.04%
19,647
275
$110K 0.03%
41,179
8 9 10
11
12