CIM

CIM Investment Management Portfolio holdings

AUM $525M
1-Year Est. Return 18.97%
This Quarter Est. Return
1 Year Est. Return
+18.97%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$169M
AUM Growth
+$342K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
148
New
Increased
Reduced
Closed

Top Buys

1
+$1.4M
2
+$1.35M
3
+$1.08M
4
SHW icon
Sherwin-Williams
SHW
+$1.07M
5
DG icon
Dollar General
DG
+$985K

Top Sells

1
+$6.83M
2
+$1.25M
3
+$1.08M
4
QCOM icon
Qualcomm
QCOM
+$968K
5
UNH icon
UnitedHealth
UNH
+$942K

Sector Composition

1 Financials 16.45%
2 Technology 10.72%
3 Healthcare 10.3%
4 Energy 10.03%
5 Industrials 9.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.61M 0.95%
41,836
27
$1.57M 0.93%
18,456
28
$1.55M 0.92%
19,497
29
$1.54M 0.91%
19,786
30
$1.5M 0.89%
12,790
31
$1.48M 0.87%
13,014
32
$1.46M 0.86%
64,696
33
$1.43M 0.85%
17,604
34
$1.4M 0.83%
+23,593
35
$1.39M 0.82%
16,066
36
$1.39M 0.82%
27,411
37
$1.35M 0.8%
+4,311
38
$1.34M 0.79%
52,340
39
$1.34M 0.79%
19,452
40
$1.33M 0.79%
27,944
41
$1.31M 0.78%
8,313
42
$1.31M 0.78%
34,726
43
$1.31M 0.77%
16,940
44
$1.29M 0.76%
11,532
45
$1.23M 0.73%
29,469
46
$1.22M 0.72%
16,134
47
$1.2M 0.71%
17,384
-450
48
$1.19M 0.71%
15,286
49
$1.19M 0.7%
32,616
50
$1.16M 0.69%
4,811
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