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
$275M
AUM Growth
-$6.19M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
400
New
Increased
Reduced
Closed

Top Buys

1
+$5.66M
2
+$1.29M
3
+$1.23M
4
NOC icon
Northrop Grumman
NOC
+$1.15M
5
SBUX icon
Starbucks
SBUX
+$1.12M

Top Sells

1
+$1.36M
2
+$1.24M
3
+$1.14M
4
URI icon
United Rentals
URI
+$1.08M
5
DD
Du Pont De Nemours E I
DD
+$1.02M

Sector Composition

1 Financials 11.92%
2 Technology 10.91%
3 Industrials 8.99%
4 Healthcare 8.61%
5 Consumer Discretionary 6.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$271K 0.1%
9,458
277
$268K 0.1%
22,271
278
$262K 0.1%
+15,939
279
$259K 0.09%
6,979
280
$259K 0.09%
+3,678
281
$256K 0.09%
7,164
-401
282
$255K 0.09%
3,806
283
$254K 0.09%
10,000
284
$254K 0.09%
10,000
285
$252K 0.09%
10,000
286
$250K 0.09%
8,995
-178
287
$246K 0.09%
1,865
288
$246K 0.09%
13,900
289
$245K 0.09%
+6,304
290
$244K 0.09%
+4,306
291
$241K 0.09%
14,282
292
$240K 0.09%
3,715
293
$234K 0.09%
+3,391
294
$233K 0.08%
3,222
295
$230K 0.08%
9,765
-9,760
296
$228K 0.08%
7,914
297
$228K 0.08%
6,157
298
$225K 0.08%
+4,478
299
$222K 0.08%
4,603
300
$220K 0.08%
4,381
-4,387
10 11
12
13 14