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
$291M
AUM Growth
+$16.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
379
New
Increased
Reduced
Closed

Top Buys

1
+$7.25M
2
+$2.11M
3
+$1.59M
4
CHK
Chesapeake Energy Corporation
CHK
+$1.06M
5
REGN icon
Regeneron Pharmaceuticals
REGN
+$978K

Top Sells

1
+$1.8M
2
+$1.3M
3
+$1.19M
4
SBUX icon
Starbucks
SBUX
+$977K
5
CI icon
Cigna
CI
+$944K

Sector Composition

1 Financials 11.72%
2 Technology 10.8%
3 Healthcare 9.4%
4 Industrials 7.84%
5 Consumer Discretionary 7.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.52M 0.52%
69,500
-4,000
27
$1.52M 0.52%
60,000
28
$1.5M 0.52%
9,020
-550
29
$1.46M 0.5%
61,996
-5,475
30
$1.44M 0.5%
60,000
31
$1.42M 0.49%
45,123
+11,050
32
$1.36M 0.47%
9,262
-826
33
$1.35M 0.46%
31,858
-2,926
34
$1.35M 0.46%
8,226
-780
35
$1.35M 0.46%
11,976
-1,129
36
$1.34M 0.46%
12,458
-1,247
37
$1.27M 0.44%
29,488
-2,732
38
$1.21M 0.42%
19,981
-1,787
39
$1.19M 0.41%
14,794
-1,385
40
$1.19M 0.41%
7,141
-1,179
41
$1.13M 0.39%
19,336
-16,735
42
$1.13M 0.39%
4,898
-495
43
$1.12M 0.38%
5,973
-542
44
$1.09M 0.37%
16,723
-1,500
45
$1.08M 0.37%
26,390
-2,524
46
$1.07M 0.37%
40,000
47
$1.07M 0.37%
8,934
-812
48
$1.06M 0.36%
+889
49
$1.05M 0.36%
40,000
50
$1.05M 0.36%
6,359
-608
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2
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