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
$260M
AUM Growth
+$29.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
342
New
Increased
Reduced
Closed

Top Buys

1
+$1.35M
2
+$1.3M
3
+$1.14M
4
ADBE icon
Adobe
ADBE
+$933K
5
ABBV icon
AbbVie
ABBV
+$929K

Top Sells

1
+$2.48M
2
+$1.08M
3
+$1.01M
4
APTV icon
Aptiv
APTV
+$1M
5
DOCU icon
DocuSign
DOCU
+$982K

Sector Composition

1 Financials 11.58%
2 Technology 9.59%
3 Healthcare 9.21%
4 Industrials 9.03%
5 Consumer Discretionary 7.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$249K 0.1%
9,285
-79
277
$249K 0.1%
31,034
-264
278
$247K 0.1%
+12,803
279
$243K 0.09%
+3,905
280
$242K 0.09%
7,128
-60
281
$241K 0.09%
+151
282
$240K 0.09%
+7,369
283
$237K 0.09%
+3,834
284
$236K 0.09%
1,281
-11
285
$234K 0.09%
45,649
-384
286
$233K 0.09%
3,243
-28
287
$230K 0.09%
+4,908
288
$230K 0.09%
15,003
-127
289
$224K 0.09%
8,543
-72
290
$223K 0.09%
6,950
-7,074
291
$222K 0.09%
2,556
-3,174
292
$217K 0.08%
2,285
-2,327
293
$216K 0.08%
9,911
-84
294
$216K 0.08%
+4,203
295
$209K 0.08%
+6,197
296
$208K 0.08%
+7,008
297
$206K 0.08%
+5,945
298
$205K 0.08%
+27,594
299
$204K 0.08%
+4,172
300
$204K 0.08%
18,059
-18,371
10 11
12
13 14