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
$218M
AUM Growth
+$11M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
278
New
Increased
Reduced
Closed

Top Buys

1
+$1.64M
2
+$1.6M
3
+$1.41M
4
SCHW icon
Charles Schwab
SCHW
+$1.26M
5
UNH icon
UnitedHealth
UNH
+$1.22M

Top Sells

1
+$2.33M
2
+$1.64M
3
+$1.13M
4
CMCSA icon
Comcast
CMCSA
+$1.08M
5
T icon
AT&T
T
+$995K

Sector Composition

1 Financials 15.64%
2 Healthcare 14.17%
3 Technology 10.51%
4 Industrials 9.12%
5 Communication Services 7.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.74M 0.8%
5,575
27
$1.72M 0.79%
37,185
28
$1.69M 0.77%
8,682
29
$1.65M 0.75%
12,446
30
$1.6M 0.73%
+12,139
31
$1.6M 0.73%
16,462
32
$1.57M 0.72%
60,000
33
$1.56M 0.71%
17,325
+10,576
34
$1.48M 0.68%
21,570
35
$1.41M 0.65%
22,808
36
$1.41M 0.64%
+23,250
37
$1.35M 0.62%
23,225
38
$1.34M 0.62%
26,646
39
$1.3M 0.6%
6,613
40
$1.3M 0.59%
8,860
41
$1.3M 0.59%
27,499
42
$1.27M 0.58%
19,048
43
$1.26M 0.58%
+38,178
44
$1.24M 0.57%
6,875
45
$1.24M 0.57%
28,806
46
$1.22M 0.56%
+10,383
47
$1.22M 0.56%
6,379
48
$1.21M 0.55%
12,257
49
$1.19M 0.55%
8,249
50
$1.18M 0.54%
36,998
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