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
$228M
AUM Growth
-$2.73M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
299
New
Increased
Reduced
Closed

Top Buys

1
+$1.09M
2
+$1.07M
3
+$1.05M
4
VTRS icon
Viatris
VTRS
+$1.05M
5
STJ
St Jude Medical
STJ
+$934K

Top Sells

1
+$1.53M
2
+$1.13M
3
+$1.07M
4
CI icon
Cigna
CI
+$924K
5
MSFT icon
Microsoft
MSFT
+$920K

Sector Composition

1 Financials 13.96%
2 Healthcare 13.39%
3 Technology 10.75%
4 Industrials 8.26%
5 Energy 7.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.71M 0.75%
11,141
-44
27
$1.69M 0.74%
5,575
-27
28
$1.67M 0.73%
17,464
+7,824
29
$1.54M 0.68%
16,462
-71
30
$1.51M 0.66%
1,310
-5
31
$1.5M 0.66%
8,682
+4,508
32
$1.49M 0.65%
6,613
-23
33
$1.47M 0.64%
26,537
34
$1.47M 0.64%
65,412
35
$1.46M 0.64%
17,261
-68
36
$1.45M 0.64%
26,646
37
$1.45M 0.64%
60,000
38
$1.45M 0.64%
17,863
-62
39
$1.44M 0.63%
28,806
40
$1.44M 0.63%
6,875
-950
41
$1.41M 0.62%
22,808
42
$1.38M 0.61%
16,063
-78
43
$1.38M 0.61%
12,446
-97
44
$1.37M 0.6%
8,328
45
$1.31M 0.58%
14,993
46
$1.28M 0.56%
15,944
-90
47
$1.27M 0.56%
10,320
-48
48
$1.22M 0.54%
40,078
49
$1.19M 0.52%
12,257
-88
50
$1.19M 0.52%
15,282
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