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
$230M
AUM Growth
+$12M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
307
New
Increased
Reduced
Closed

Top Buys

1
+$10.8M
2
+$2.08M
3
+$1.52M
4
MCK icon
McKesson
MCK
+$1.5M
5
TRIP icon
TripAdvisor
TRIP
+$1.18M

Top Sells

1
+$2.02M
2
+$1.42M
3
+$1.36M
4
HD icon
Home Depot
HD
+$1.3M
5
KRFT
KRAFT FOODS GROUP INC COM STK (VA)
KRFT
+$1.29M

Sector Composition

1 Financials 14.58%
2 Healthcare 12.99%
3 Technology 10.91%
4 Industrials 8.38%
5 Energy 7.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
– –
-49,080
277
– –
-4,794
278
– –
-26,823
279
– –
-10,651
280
– –
-5,191
281
– –
-5,545
282
– –
-4,350
283
– –
-127,190
284
– –
-1,218
285
– –
-8,209
286
– –
-12,068
287
– –
-4,449
288
– –
-5,822
289
– –
-13,615
290
– –
-24,724
291
– –
-12,327
292
– –
-9,827
293
– –
-5,784
294
– –
-14,596
295
– –
-18,459
296
– –
-23,418
297
– –
-7,760
298
– –
-7,511
299
– –
-50
300
– –
-10,832
9 10 11
12
13