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
$273M
AUM Growth
+$13.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
349
New
Increased
Reduced
Closed

Top Buys

1
+$1.17M
2
+$1.1M
3
+$1.05M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$1.03M
5
MSFT icon
Microsoft
MSFT
+$766K

Top Sells

1
+$1.15M
2
+$1.04M
3
+$910K
4
JCI icon
Johnson Controls International
JCI
+$852K
5
CERN
Cerner Corp
CERN
+$850K

Sector Composition

1 Financials 11.76%
2 Technology 10.46%
3 Healthcare 9.24%
4 Industrials 8.69%
5 Consumer Discretionary 6.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$203K 0.07%
+10,790
302
$202K 0.07%
+5,496
303
$194K 0.07%
11,496
-246
304
$176K 0.06%
3,751
-78
305
$173K 0.06%
27,538
-562
306
$144K 0.05%
17,691
-368
307
$137K 0.05%
149
-2
308
$132K 0.05%
13,202
-282
309
$125K 0.05%
30,404
-630
310
$114K 0.04%
48,136
-1,426
311
$113K 0.04%
16,321
-339
312
$92K 0.03%
11,548
-325
313
$76K 0.03%
26,275
-539
314
$68K 0.02%
1,173
-35
315
$50K 0.02%
1,868
-38
316
– –
-1,281
317
– –
-4,337
318
– –
-3,105
319
– –
-20,326
320
– –
-4,172
321
– –
-5,507
322
– –
-18,629
323
– –
-7,074
324
– –
-11,767
325
– –
-9,442
10 11 12
13
14