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
$293M
AUM Growth
+$17.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
339
New
Increased
Reduced
Closed

Top Buys

1
+$3.64M
2
+$1.57M
3
+$1.36M
4
JNJ icon
Johnson & Johnson
JNJ
+$1.3M
5
PEP icon
PepsiCo
PEP
+$1.29M

Top Sells

1
+$1.72M
2
+$1.63M
3
+$1.37M
4
AMZN icon
Amazon
AMZN
+$1.21M
5
ABT icon
Abbott
ABT
+$1.17M

Sector Composition

1 Financials 11.91%
2 Technology 9.89%
3 Industrials 9.01%
4 Healthcare 7.98%
5 Consumer Discretionary 6.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$233K 0.08%
3,678
302
$231K 0.08%
6,988
+9
303
$228K 0.08%
30,085
-618
304
$226K 0.08%
2,479
-2,599
305
$218K 0.07%
3,078
-144
306
$217K 0.07%
7,172
-147
307
$211K 0.07%
3,750
-56
308
$211K 0.07%
9,315
-334
309
$210K 0.07%
+2,433
310
$209K 0.07%
+1,676
311
$203K 0.07%
+4,207
312
$203K 0.07%
1,886
-1,931
313
$203K 0.07%
7,262
-7,384
314
$201K 0.07%
3,346
-45
315
$201K 0.07%
17,941
-353
316
$188K 0.06%
14,107
-175
317
$175K 0.06%
2,180
-51
318
$155K 0.05%
15,736
-190
319
$149K 0.05%
+2,092
320
$149K 0.05%
10,100
321
$142K 0.05%
+16,880
322
$117K 0.04%
3,649
-82
323
$86K 0.03%
10,516
-428
324
$53K 0.02%
11,298
325
– –
-15,656
10 11 12
13
14