CIM
CIM Investment Management Portfolio holdings
AUM
$525M
This Quarter Return
-16.59%
1 Year Return
+18.97%
3 Year Return
+87.66%
5 Year Return
+127.31%
10 Year Return
+233.62%
AUM
$230M
AUM Growth
+$230M
(-18%)
Cap. Flow
-$4.35M
Cap. Flow
% of AUM
-1.89%
Top 10 Holdings %
Top 10 Hldgs %
39.55%
Holding
343
New
25
Increased
34
Reduced
117
Closed
47
Top Buys
| 1 |
iShares Core S&P 500 ETF
IVV
|
$3.75M |
| 2 |
Meta Platforms (Facebook)
META
|
$1.27M |
| 3 |
DocuSign
DOCU
|
$982K |
| 4 |
iShares MSCI EAFE ETF
EFA
|
$707K |
| 5 |
UnitedHealth
UNH
|
$564K |
Top Sells
| 1 |
McDonald's
MCD
|
$1.44M |
| 2 |
LLL
L3 Technologies, Inc.
LLL
|
$1.18M |
| 3 |
Fidelity National Information Services
FIS
|
$918K |
| 4 |
Amgen
AMGN
|
$723K |
| 5 |
RHT
Red Hat Inc
RHT
|
$677K |
Sector Composition
| 1 | Financials | 11.86% |
| 2 | Technology | 9.48% |
| 3 | Healthcare | 8.83% |
| 4 | Industrials | 8.49% |
| 5 | Consumer Discretionary | 6.97% |
