CIM
CIM Investment Management Portfolio holdings
AUM
$525M
1-Year Return
18.97%
This Quarter Return
+3.38%
1 Year Return
+18.97%
3 Year Return
+87.66%
5 Year Return
+127.31%
10 Year Return
+233.62%
AUM
$290M
AUM Growth
-$3.92M
(-1.3%)
Cap. Flow
-$11.9M
Cap. Flow
% of AUM
-4.11%
Top 10 Holdings %
Top 10 Hldgs %
33.25%
Holding
372
New
46
Increased
34
Reduced
138
Closed
36
Top Buys
| 1 |
Boeing
BA
|
$1.18M |
| 2 |
Walmart
WMT
|
$1.08M |
| 3 |
Palo Alto Networks
PANW
|
$1.05M |
| 4 |
Adobe
ADBE
|
$799K |
| 5 |
Synchrony
SYF
|
$763K |
Top Sells
| 1 |
iShares Core S&P Small-Cap ETF
IJR
|
$5.86M |
| 2 |
iShares Core S&P Mid-Cap ETF
IJH
|
$2.83M |
| 3 |
Kroger
KR
|
$1.06M |
| 4 |
Meta Platforms (Facebook)
META
|
$1.06M |
| 5 |
HSEA.CL
HSBC Holdings plc
HSEA.CL
|
$1.05M |
Sector Composition
| 1 | Financials | 12.25% |
| 2 | Technology | 10.91% |
| 3 | Industrials | 9.33% |
| 4 | Healthcare | 8.93% |
| 5 | Consumer Discretionary | 7.84% |
