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
$207M
AUM Growth
-$20.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
287
New
Increased
Reduced
Closed

Top Buys

1
+$2.14M
2
+$1.36M
3
+$1.28M
4
CI icon
Cigna
CI
+$1.2M
5
PYPL icon
PayPal
PYPL
+$912K

Top Sells

1
+$2.53M
2
+$2.25M
3
+$1.81M
4
XOM icon
Exxon Mobil
XOM
+$1.32M
5
IBM icon
IBM
IBM
+$1.12M

Sector Composition

1 Financials 15.24%
2 Healthcare 12.72%
3 Technology 10.37%
4 Consumer Discretionary 8.37%
5 Communication Services 7.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.59M 0.77%
8,682
27
$1.57M 0.76%
17,516
+4,021
28
$1.54M 0.74%
17,464
29
$1.54M 0.74%
11,141
30
$1.51M 0.73%
5,575
31
$1.49M 0.72%
60,000
32
$1.48M 0.72%
16,462
33
$1.44M 0.69%
12,446
34
$1.38M 0.66%
47,627
35
$1.36M 0.65%
+18,916
36
$1.32M 0.64%
17,714
-17,722
37
$1.3M 0.63%
22,808
38
$1.28M 0.62%
+21,570
39
$1.26M 0.61%
15,944
40
$1.26M 0.61%
23,225
41
$1.26M 0.61%
26,646
42
$1.22M 0.59%
6,613
43
$1.21M 0.58%
28,806
44
$1.21M 0.58%
40,078
45
$1.2M 0.58%
+8,860
46
$1.2M 0.58%
6,875
47
$1.17M 0.56%
8,328
48
$1.17M 0.56%
36,998
+14,487
49
$1.13M 0.55%
15,282
50
$1.11M 0.53%
12,257
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