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
$230M
AUM Growth
+$12M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
307
New
Increased
Reduced
Closed

Top Buys

1
+$10.8M
2
+$2.08M
3
+$1.52M
4
MCK icon
McKesson
MCK
+$1.5M
5
TRIP icon
TripAdvisor
TRIP
+$1.18M

Top Sells

1
+$2.02M
2
+$1.42M
3
+$1.36M
4
HD icon
Home Depot
HD
+$1.3M
5
KRFT
KRAFT FOODS GROUP INC COM STK (VA)
KRFT
+$1.29M

Sector Composition

1 Financials 14.58%
2 Healthcare 12.99%
3 Technology 10.91%
4 Industrials 8.38%
5 Energy 7.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.64M 0.71%
37,393
27
$1.6M 0.7%
31,910
28
$1.57M 0.68%
65,412
29
$1.55M 0.67%
19,295
+10,998
30
$1.53M 0.66%
1,315
+645
31
$1.52M 0.66%
+60,000
32
$1.5M 0.65%
+6,636
33
$1.49M 0.65%
79,860
34
$1.47M 0.64%
7,825
35
$1.47M 0.64%
17,329
36
$1.46M 0.63%
26,646
+14,293
37
$1.43M 0.62%
16,533
38
$1.43M 0.62%
12,543
-11,467
39
$1.37M 0.59%
26,537
-8,647
40
$1.36M 0.59%
13,012
41
$1.35M 0.58%
16,141
42
$1.32M 0.58%
17,925
43
$1.3M 0.57%
19,194
44
$1.3M 0.56%
28,806
45
$1.29M 0.56%
8,328
46
$1.27M 0.55%
14,993
47
$1.25M 0.54%
40,078
48
$1.25M 0.54%
22,808
49
$1.23M 0.53%
12,345
50
$1.23M 0.53%
45,143
+710
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