CIM
CIM Investment Management Portfolio holdings
AUM
$525M
This Quarter Return
+5.54%
1 Year Return
+18.97%
3 Year Return
+87.66%
5 Year Return
+127.31%
10 Year Return
+233.62%
AUM
$291M
AUM Growth
+$291M
(+5.9%)
Cap. Flow
+$6.27M
Cap. Flow
% of AUM
2.16%
Top 10 Holdings %
Top 10 Hldgs %
31.94%
Holding
379
New
32
Increased
16
Reduced
126
Closed
22
Top Buys
| 1 |
iShares Core S&P 500 ETF
IVV
|
$7.25M |
| 2 |
iShares Core S&P Small-Cap ETF
IJR
|
$5.51M |
| 3 |
iShares Core S&P Mid-Cap ETF
IJH
|
$1.59M |
| 4 |
CHK
Chesapeake Energy Corporation
CHK
|
$1.06M |
| 5 |
Regeneron Pharmaceuticals
REGN
|
$978K |
Top Sells
| 1 |
Walt Disney
DIS
|
$1.8M |
| 2 |
Altria Group
MO
|
$1.3M |
| 3 |
Apple
AAPL
|
$1.19M |
| 4 |
Starbucks
SBUX
|
$977K |
| 5 |
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% |
