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
$334M
AUM Growth
+$16.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
321
New
Increased
Reduced
Closed

Top Buys

1
+$1.5M
2
+$1.08M
3
+$900K
4
TMO icon
Thermo Fisher Scientific
TMO
+$872K
5
EQIX icon
Equinix
EQIX
+$652K

Top Sells

1
+$1.91M
2
+$1.81M
3
+$1.24M
4
HD icon
Home Depot
HD
+$1.05M
5
MSFT icon
Microsoft
MSFT
+$1.01M

Sector Composition

1 Technology 17.14%
2 Healthcare 9.07%
3 Consumer Discretionary 8.64%
4 Financials 8.45%
5 Communication Services 7.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$212K 0.06%
10,713
277
$211K 0.06%
+4,535
278
$210K 0.06%
774
279
$210K 0.06%
+1,976
280
$210K 0.06%
5,153
-5,159
281
$210K 0.06%
28,314
282
$208K 0.06%
8,196
283
$207K 0.06%
53,333
+25,723
284
$206K 0.06%
4,741
285
$205K 0.06%
+5,905
286
$205K 0.06%
4,086
287
$204K 0.06%
+3,556
288
$203K 0.06%
5,493
289
$203K 0.06%
+1,721
290
$187K 0.06%
+10,228
291
$177K 0.05%
13,573
+4,877
292
$176K 0.05%
4,434
293
$175K 0.05%
36,486
294
$111K 0.03%
102
+61
295
$105K 0.03%
13,430
296
$89K 0.03%
50
297
$54K 0.02%
1,091
298
$46K 0.01%
14,765
299
$13K ﹤0.01%
19,054
300
– –
-3,155
9 10 11
12
13