CIM
CIM Investment Management Portfolio holdings
AUM
$525M
This Quarter Return
+5.19%
1 Year Return
+18.97%
3 Year Return
+87.66%
5 Year Return
+127.31%
10 Year Return
+233.62%
AUM
$262M
AUM Growth
+$262M
(+8.6%)
Cap. Flow
+$10.5M
Cap. Flow
% of AUM
4.01%
Top 10 Holdings %
Top 10 Hldgs %
29.06%
Holding
368
New
74
Increased
129
Reduced
121
Closed
23
Top Buys
| 1 |
iShares Core S&P 500 ETF
IVV
|
$1.7M |
| 2 |
Eli Lilly
LLY
|
$1.59M |
| 3 |
IBM
IBM
|
$1.25M |
| 4 |
Target
TGT
|
$1.1M |
| 5 |
Abbott
ABT
|
$1.08M |
Top Sells
| 1 |
Simon Property Group
SPG
|
$1.64M |
| 2 |
YHOO
Yahoo Inc
YHOO
|
$1.47M |
| 3 |
PepsiCo
PEP
|
$1.28M |
| 4 |
Johnson & Johnson
JNJ
|
$1.15M |
| 5 |
American Airlines Group
AAL
|
$912K |
Sector Composition
| 1 | Financials | 12.04% |
| 2 | Technology | 11.55% |
| 3 | Healthcare | 10.9% |
| 4 | Industrials | 7.32% |
| 5 | Consumer Discretionary | 7.12% |
