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
$291M
AUM Growth
+$16.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
379
New
Increased
Reduced
Closed

Top Buys

1
+$7.25M
2
+$2.11M
3
+$1.59M
4
CHK
Chesapeake Energy Corporation
CHK
+$1.06M
5
REGN icon
Regeneron Pharmaceuticals
REGN
+$978K

Top Sells

1
+$1.8M
2
+$1.3M
3
+$1.19M
4
SBUX icon
Starbucks
SBUX
+$977K
5
CI icon
Cigna
CI
+$944K

Sector Composition

1 Financials 11.72%
2 Technology 10.8%
3 Healthcare 9.4%
4 Industrials 7.84%
5 Consumer Discretionary 7.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$206K 0.07%
10,047
327
$204K 0.07%
+4,738
328
$204K 0.07%
5,592
329
$203K 0.07%
+2,350
330
$202K 0.07%
+5,138
331
$197K 0.07%
10,081
-10,084
332
$197K 0.07%
11,485
333
$193K 0.07%
3,850
334
$185K 0.06%
+14,500
335
$182K 0.06%
10,100
336
$173K 0.06%
26,041
337
$158K 0.05%
11,297
338
$121K 0.04%
1,605
339
$91K 0.03%
1,678
340
$86K 0.03%
702
341
$73K 0.03%
426
342
$41K 0.01%
10,896
343
– –
-7,080
344
– –
-4,365
345
– –
-17,277
346
– –
-7,035
347
– –
-3,207
348
– –
-2,259
349
– –
-21,069
350
– –
-8,447
11 12 13
14
15