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
$275M
AUM Growth
-$6.19M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
400
New
Increased
Reduced
Closed

Top Buys

1
+$5.66M
2
+$1.29M
3
+$1.23M
4
NOC icon
Northrop Grumman
NOC
+$1.15M
5
SBUX icon
Starbucks
SBUX
+$1.12M

Top Sells

1
+$1.36M
2
+$1.24M
3
+$1.14M
4
URI icon
United Rentals
URI
+$1.08M
5
DD
Du Pont De Nemours E I
DD
+$1.02M

Sector Composition

1 Financials 11.92%
2 Technology 10.91%
3 Industrials 8.99%
4 Healthcare 8.61%
5 Consumer Discretionary 6.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.47M 0.53%
57,926
-3,178
27
$1.44M 0.52%
16,779
-1,325
28
$1.43M 0.52%
7,659
-438
29
$1.41M 0.51%
8,615
-509
30
$1.36M 0.49%
11,545
-641
31
$1.33M 0.48%
29,636
-1,735
32
$1.33M 0.48%
54,880
-6,450
33
$1.29M 0.47%
+11,641
34
$1.26M 0.46%
37,319
-21,245
35
$1.22M 0.44%
15,034
-806
36
$1.2M 0.44%
40,689
-2,179
37
$1.2M 0.44%
13,220
-7,618
38
$1.17M 0.43%
21,991
-1,270
39
$1.16M 0.42%
30,218
-1,754
40
$1.15M 0.42%
8,475
-329
41
$1.15M 0.42%
+3,985
42
$1.14M 0.42%
5,563
-319
43
$1.13M 0.41%
23,368
+12,398
44
$1.12M 0.41%
6,565
-7,256
45
$1.11M 0.41%
18,250
-925
46
$1.1M 0.4%
4,657
-162
47
$1.09M 0.4%
40,000
48
$1.09M 0.4%
40,000
49
$1.09M 0.4%
7,711
-4,076
50
$1.09M 0.39%
40,000
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