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
$293M
AUM Growth
+$17.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
339
New
Increased
Reduced
Closed

Top Buys

1
+$3.64M
2
+$1.57M
3
+$1.36M
4
JNJ icon
Johnson & Johnson
JNJ
+$1.3M
5
PEP icon
PepsiCo
PEP
+$1.29M

Top Sells

1
+$1.72M
2
+$1.63M
3
+$1.37M
4
AMZN icon
Amazon
AMZN
+$1.21M
5
ABT icon
Abbott
ABT
+$1.17M

Sector Composition

1 Financials 11.91%
2 Technology 9.89%
3 Industrials 9.01%
4 Healthcare 7.98%
5 Consumer Discretionary 6.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.42M 0.49%
11,359
-186
27
$1.42M 0.49%
19,096
-8,362
28
$1.39M 0.47%
54,080
-800
29
$1.36M 0.47%
+785
30
$1.35M 0.46%
11,787
+5,893
31
$1.33M 0.45%
29,015
-621
32
$1.31M 0.45%
7,545
-114
33
$1.3M 0.44%
+9,276
34
$1.29M 0.44%
22,989
-379
35
$1.26M 0.43%
36,803
-516
36
$1.26M 0.43%
52,110
+23,910
37
$1.24M 0.42%
14,829
-179
38
$1.23M 0.42%
84,870
+49,456
39
$1.21M 0.41%
11,458
-183
40
$1.21M 0.41%
6,362
-2,253
41
$1.21M 0.41%
3,925
-60
42
$1.2M 0.41%
23,321
-378
43
$1.2M 0.41%
13,008
-212
44
$1.19M 0.41%
29,775
-443
45
$1.18M 0.4%
40,100
-589
46
$1.17M 0.4%
4,582
-75
47
$1.14M 0.39%
7,540
-171
48
$1.14M 0.39%
6,462
-103
49
$1.13M 0.39%
4,533
-109
50
$1.11M 0.38%
5,481
-82
1
2
3 4 5