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
$294M
AUM Growth
+$1.15M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
357
New
Increased
Reduced
Closed

Top Buys

1
+$4.12M
2
+$2M
3
+$1.53M
4
CPB icon
Campbell Soup
CPB
+$924K
5
ALB icon
Albemarle
ALB
+$848K

Top Sells

1
+$1.26M
2
+$1.05M
3
+$1.02M
4
EQCO.CL
Equity Commonwealth
EQCO.CL
+$1.02M
5
EA icon
Electronic Arts
EA
+$927K

Sector Composition

1 Financials 11.4%
2 Technology 9.42%
3 Healthcare 8.78%
4 Industrials 8.44%
5 Consumer Discretionary 7.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$281K 0.1%
2,078
277
$280K 0.1%
13,699
278
$278K 0.09%
16,801
279
$278K 0.09%
2,641
-84
280
$275K 0.09%
20,177
281
$273K 0.09%
4,204
-114
282
$269K 0.09%
38,751
283
$263K 0.09%
+6,129
284
$255K 0.09%
6,250
285
$255K 0.09%
+3,271
286
$254K 0.09%
4,635
287
$252K 0.09%
6,692
288
$251K 0.09%
10,000
289
$251K 0.09%
+11,554
290
$249K 0.08%
6,379
291
$248K 0.08%
10,000
292
$243K 0.08%
3,640
293
$235K 0.08%
13,600
294
$233K 0.08%
10,000
295
$232K 0.08%
4,613
296
$232K 0.08%
2,433
297
$228K 0.08%
1,508
-1,320
298
$226K 0.08%
+49,983
299
$222K 0.08%
5,172
300
$220K 0.07%
3,678
10 11
12
13 14