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
$291M
AUM Growth
+$16.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
379
New
Increased
Reduced
Closed

Top Buys

1
+$7.25M
2
+$2.11M
3
+$1.59M
4
CHK
Chesapeake Energy Corporation
CHK
+$1.06M
5
REGN icon
Regeneron Pharmaceuticals
REGN
+$978K

Top Sells

1
+$1.8M
2
+$1.3M
3
+$1.19M
4
SBUX icon
Starbucks
SBUX
+$977K
5
CI icon
Cigna
CI
+$944K

Sector Composition

1 Financials 11.72%
2 Technology 10.8%
3 Healthcare 9.4%
4 Industrials 7.84%
5 Consumer Discretionary 7.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$277K 0.1%
3,443
277
$275K 0.09%
+31,622
278
$274K 0.09%
2,285
279
$274K 0.09%
11,399
280
$272K 0.09%
7,549
281
$269K 0.09%
14,608
282
$269K 0.09%
14,720
283
$268K 0.09%
7,274
284
$264K 0.09%
+5,644
285
$262K 0.09%
3,095
286
$260K 0.09%
19,053
287
$259K 0.09%
11,911
-1,187
288
$259K 0.09%
6,050
-3,900
289
$257K 0.09%
4,880
-750
290
$257K 0.09%
8,846
-709
291
$256K 0.09%
5,009
292
$254K 0.09%
9,927
293
$254K 0.09%
35,075
294
$253K 0.09%
10,000
295
$253K 0.09%
17,106
296
$252K 0.09%
46,523
297
$251K 0.09%
13,302
298
$251K 0.09%
3,200
-3,200
299
$250K 0.09%
5,525
300
$249K 0.09%
+30,500
10 11
12
13 14