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
$336M
AUM Growth
+$25.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
299
New
Increased
Reduced
Closed

Top Buys

1
+$2.26M
2
+$1.92M
3
+$1.89M
4
SBUX icon
Starbucks
SBUX
+$1.63M
5
FCX icon
Freeport-McMoran
FCX
+$897K

Top Sells

1
+$2.93M
2
+$1.94M
3
+$1.9M
4
MKTX icon
MarketAxess Holdings
MKTX
+$1.33M
5
TER icon
Teradyne
TER
+$881K

Sector Composition

1 Technology 18.6%
2 Industrials 7.91%
3 Healthcare 7.7%
4 Consumer Discretionary 7.08%
5 Financials 6.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$96.9K 0.03%
15,708
277
$88.1K 0.03%
14,306
278
$69.6K 0.02%
23,111
279
$60.5K 0.02%
16,137
280
$46.6K 0.01%
10,865
281
$40.6K 0.01%
33,829
282
$36K 0.01%
12,594
283
$35.9K 0.01%
11,964
284
$8.91K ﹤0.01%
1,012
285
$6.63K ﹤0.01%
568
286
– –
-2,856
287
– –
-3,541
288
– –
-4,319
289
– –
-7,997
290
– –
-1,406
291
– –
-6,236
292
– –
-4,528
293
– –
-4,381
294
– –
-5,763
295
– –
-8,122
296
– –
-15,313
297
– –
-734
298
– –
-17,052
299
– –
-19,400
8 9 10 11
12