CIM
CIM Investment Management Portfolio holdings
AUM
$525M
This Quarter Return
-0.02%
1 Year Return
+18.97%
3 Year Return
+87.66%
5 Year Return
+127.31%
10 Year Return
+233.62%
AUM
$228M
AUM Growth
+$228M
(-1.2%)
Cap. Flow
-$2.35M
Cap. Flow
% of AUM
-1.03%
Top 10 Holdings %
Top 10 Hldgs %
23.76%
Holding
299
New
43
Increased
17
Reduced
58
Closed
42
Top Buys
| 1 |
WFM
Whole Foods Market Inc
WFM
|
$1.09M |
| 2 |
Oneok
OKE
|
$1.07M |
| 3 |
CELG
Celgene Corp
CELG
|
$1.05M |
| 4 |
Viatris
VTRS
|
$1.05M |
| 5 |
STJ
St Jude Medical
STJ
|
$934K |
Top Sells
| 1 |
iShares Core S&P 500 ETF
IVV
|
$1.53M |
| 2 |
APC
Anadarko Petroleum
APC
|
$1.13M |
| 3 |
Intercontinental Exchange
ICE
|
$1.07M |
| 4 |
Cigna
CI
|
$924K |
| 5 |
Microsoft
MSFT
|
$920K |
Sector Composition
| 1 | Financials | 13.96% |
| 2 | Healthcare | 13.39% |
| 3 | Technology | 10.75% |
| 4 | Industrials | 8.26% |
| 5 | Energy | 7.32% |
