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
$217M
AUM Growth
+$21.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
224
New
Increased
Reduced
Closed

Top Buys

1
+$8.92M
2
+$2M
3
+$1.24M
4
NFX
Newfield Exploration
NFX
+$1.18M
5
DD icon
DuPont de Nemours
DD
+$1.14M

Top Sells

1
+$4.3M
2
+$1.73M
3
+$1.69M
4
SHW icon
Sherwin-Williams
SHW
+$1.17M
5
ORCL icon
Oracle
ORCL
+$1.16M

Sector Composition

1 Financials 15.95%
2 Technology 11.57%
3 Healthcare 11.44%
4 Energy 9.78%
5 Industrials 8.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.66M 0.76%
66,244
-2,772
27
$1.61M 0.74%
19,441
-475
28
$1.58M 0.73%
29,264
-680
29
$1.52M 0.7%
16,923
-391
30
$1.5M 0.69%
4,912
-149
31
$1.49M 0.69%
54,445
-1,455
32
$1.49M 0.68%
12,042
-290
33
$1.46M 0.67%
30,948
-720
34
$1.42M 0.65%
8,634
-179
35
$1.41M 0.65%
36,384
-882
36
$1.4M 0.65%
29,491
-18,852
37
$1.39M 0.64%
16,133
-373
38
$1.38M 0.64%
18,407
-447
39
$1.38M 0.63%
16,838
-388
40
$1.36M 0.63%
4,536
-105
41
$1.31M 0.6%
16,578
-367
42
$1.3M 0.6%
22,403
-544
43
$1.3M 0.6%
17,404
-386
44
$1.3M 0.6%
24,956
-612
45
$1.27M 0.58%
34,278
-798
46
$1.26M 0.58%
15,923
-363
47
$1.26M 0.58%
16,326
-403
48
$1.25M 0.58%
17,946
-494
49
$1.24M 0.57%
18,792
-491
50
$1.24M 0.57%
+6,017
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