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
$282M
AUM Growth
-$9.32M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
393
New
Increased
Reduced
Closed

Top Buys

1
+$1.24M
2
+$1.23M
3
+$1.03M
4
MNST icon
Monster Beverage
MNST
+$816K
5
DIS icon
Walt Disney
DIS
+$788K

Top Sells

1
+$12.4M
2
+$1.55M
3
+$1.09M
4
LRCX icon
Lam Research
LRCX
+$1.04M
5
PYPL icon
PayPal
PYPL
+$806K

Sector Composition

1 Financials 11.65%
2 Technology 10.41%
3 Healthcare 9.67%
4 Industrials 8.88%
5 Consumer Discretionary 7.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.48M 0.53%
61,104
-892
27
$1.44M 0.51%
32,198
-490
28
$1.43M 0.51%
11,787
-189
29
$1.43M 0.51%
61,330
-8,170
30
$1.41M 0.5%
31,371
-487
31
$1.4M 0.5%
9,124
-138
32
$1.4M 0.5%
8,097
-129
33
$1.36M 0.48%
8,054
-966
34
$1.29M 0.46%
6,330
+2,468
35
$1.27M 0.45%
15,840
+7,777
36
$1.27M 0.45%
12,186
-272
37
$1.24M 0.44%
+31,972
38
$1.23M 0.44%
+112,945
39
$1.22M 0.43%
42,868
-2,255
40
$1.17M 0.42%
19,175
-806
41
$1.17M 0.41%
5,882
-91
42
$1.14M 0.41%
45,964
+32,852
43
$1.13M 0.4%
23,261
-386
44
$1.13M 0.4%
8,804
-130
45
$1.12M 0.4%
25,990
-400
46
$1.09M 0.39%
40,000
47
$1.09M 0.39%
40,000
48
$1.09M 0.39%
40,000
49
$1.08M 0.38%
9,571
+4,819
50
$1.07M 0.38%
4,919
-78
1
2
3 4 5