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
+$11.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
299
New
Increased
Reduced
Closed

Top Buys

1
+$14.8M
2
+$2.52M
3
+$2.51M
4
ADBE icon
Adobe
ADBE
+$1.28M
5
JNJ icon
Johnson & Johnson
JNJ
+$1.12M

Top Sells

1
+$1.49M
2
+$1.3M
3
+$1.11M
4
CPRI icon
Capri Holdings
CPRI
+$995K
5
CWHO
COMMONWEALTH REIT 5.75% SR NTS DUE 2042
CWHO
+$980K

Sector Composition

1 Financials 13.53%
2 Healthcare 10.83%
3 Technology 10.28%
4 Industrials 7.55%
5 Consumer Discretionary 7.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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$0 ﹤0.01%
40,000
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