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
$273M
AUM Growth
+$13.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
349
New
Increased
Reduced
Closed

Top Buys

1
+$1.17M
2
+$1.1M
3
+$1.05M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$1.03M
5
MSFT icon
Microsoft
MSFT
+$766K

Top Sells

1
+$1.15M
2
+$1.04M
3
+$910K
4
JCI icon
Johnson Controls International
JCI
+$852K
5
CERN
Cerner Corp
CERN
+$850K

Sector Composition

1 Financials 11.76%
2 Technology 10.46%
3 Healthcare 9.24%
4 Industrials 8.69%
5 Consumer Discretionary 6.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$242K 0.09%
4,131
-4,302
277
$241K 0.09%
9,707
-204
278
$241K 0.09%
4,320
+163
279
$241K 0.09%
3,173
-70
280
$234K 0.09%
2,500
-56
281
$232K 0.08%
4,115
-88
282
$231K 0.08%
+9,253
283
$230K 0.08%
+8,398
284
$230K 0.08%
8,368
-175
285
$230K 0.08%
+5,121
286
$229K 0.08%
+6,680
287
$229K 0.08%
2,125
-63
288
$227K 0.08%
10,819
-11,265
289
$225K 0.08%
15,893
-333
290
$225K 0.08%
14,696
-307
291
$224K 0.08%
9,122
-187
292
$224K 0.08%
45,176
-473
293
$218K 0.08%
2,635
-2,740
294
$218K 0.08%
17,035
-353
295
$217K 0.08%
+1,874
296
$213K 0.08%
6,806
-144
297
$208K 0.08%
6,070
-127
298
$208K 0.08%
6,863
-145
299
$205K 0.08%
3,823
-82
300
$204K 0.07%
4,063
+160
10 11
12
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