CIM
CIM Investment Management Portfolio holdings
AUM
$525M
This Quarter Return
-3.86%
1 Year Return
+18.97%
3 Year Return
+87.66%
5 Year Return
+127.31%
10 Year Return
+233.62%
AUM
$273M
AUM Growth
+$273M
(-7%)
Cap. Flow
-$7.92M
Cap. Flow
% of AUM
-2.9%
Top 10 Holdings %
Top 10 Hldgs %
44.53%
Holding
297
New
19
Increased
7
Reduced
163
Closed
19
Top Buys
| 1 |
American Tower
AMT
|
$715K |
| 2 |
Kimberly-Clark
KMB
|
$673K |
| 3 |
Berkshire Hathaway Class B
BRK.B
|
$648K |
| 4 |
Colgate-Palmolive
CL
|
$578K |
| 5 |
Walmart
WMT
|
$545K |
Top Sells
| 1 |
iShares Core S&P 500 ETF
IVV
|
$4.76M |
| 2 |
Meta Platforms (Facebook)
META
|
$1.38M |
| 3 |
ServiceNow
NOW
|
$1.08M |
| 4 |
Akamai
AKAM
|
$975K |
| 5 |
Uber
UBER
|
$759K |
Sector Composition
| 1 | Technology | 17.64% |
| 2 | Healthcare | 8.73% |
| 3 | Consumer Discretionary | 7.5% |
| 4 | Industrials | 7.39% |
| 5 | Communication Services | 6.65% |
