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
$293M
AUM Growth
+$17.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
339
New
Increased
Reduced
Closed

Top Buys

1
+$3.64M
2
+$1.57M
3
+$1.36M
4
JNJ icon
Johnson & Johnson
JNJ
+$1.3M
5
PEP icon
PepsiCo
PEP
+$1.29M

Top Sells

1
+$1.72M
2
+$1.63M
3
+$1.37M
4
AMZN icon
Amazon
AMZN
+$1.21M
5
ABT icon
Abbott
ABT
+$1.17M

Sector Composition

1 Financials 11.91%
2 Technology 9.89%
3 Industrials 9.01%
4 Healthcare 7.98%
5 Consumer Discretionary 6.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$273K 0.09%
8,860
-135
277
$273K 0.09%
11,743
-599
278
$272K 0.09%
3,945
-544
279
$271K 0.09%
4,635
-39
280
$271K 0.09%
4,245
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281
$270K 0.09%
18,790
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282
$263K 0.09%
19,515
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283
$261K 0.09%
3,640
-75
284
$259K 0.09%
6,250
-54
285
$256K 0.09%
6,379
-6,627
286
$255K 0.09%
5,172
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287
$253K 0.09%
2,078
-2,154
288
$253K 0.09%
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289
$253K 0.09%
10,000
290
$250K 0.09%
10,000
291
$250K 0.09%
10,000
292
$248K 0.08%
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293
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294
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4,613
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295
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10,916
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297
$241K 0.08%
15,884
-55
298
$239K 0.08%
16,432
-54
299
$237K 0.08%
9,416
-218
300
$237K 0.08%
+15,830
10 11
12
13 14