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
$270M
AUM Growth
+$16.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
280
New
Increased
Reduced
Closed

Top Buys

1
+$1.03M
2
+$1.03M
3
+$916K
4
STZ icon
Constellation Brands
STZ
+$893K
5
WYNN icon
Wynn Resorts
WYNN
+$890K

Top Sells

1
+$7.97M
2
+$4.21M
3
+$1.48M
4
MSFT icon
Microsoft
MSFT
+$1.19M
5
AMZN icon
Amazon
AMZN
+$979K

Sector Composition

1 Technology 17.23%
2 Healthcare 8.84%
3 Consumer Discretionary 7.33%
4 Industrials 7.33%
5 Communication Services 6.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
– –
-18,580
277
– –
-3,549
278
– –
-8,832
279
– –
-19,303
280
– –
-2,420
8 9 10 11
12