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
$290M
AUM Growth
-$3.92M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
372
New
Increased
Reduced
Closed

Top Buys

1
+$1.18M
2
+$1.08M
3
+$1.05M
4
ADBE icon
Adobe
ADBE
+$799K
5
SYF icon
Synchrony
SYF
+$763K

Top Sells

1
+$5.86M
2
+$2.83M
3
+$1.06M
4
META icon
Meta Platforms (Facebook)
META
+$1.06M
5
HSEA.CL
HSBC Holdings plc
HSEA.CL
+$1.05M

Sector Composition

1 Financials 12.25%
2 Technology 10.91%
3 Industrials 9.33%
4 Healthcare 8.93%
5 Consumer Discretionary 7.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.32M 0.46%
7,157
-204
27
$1.29M 0.44%
5,241
-150
28
$1.25M 0.43%
9,381
-299
29
$1.25M 0.43%
51,370
-1,430
30
$1.21M 0.42%
27,563
-768
31
$1.21M 0.42%
18,057
-547
32
$1.21M 0.42%
35,044
-926
33
$1.18M 0.41%
6,051
-163
34
$1.18M 0.41%
+3,502
35
$1.17M 0.4%
12,245
-348
36
$1.15M 0.4%
3,725
-105
37
$1.13M 0.39%
39,412
+14,594
38
$1.11M 0.38%
49,309
-30,300
39
$1.09M 0.38%
16,960
-455
40
$1.08M 0.37%
+37,794
41
$1.08M 0.37%
40,000
42
$1.07M 0.37%
12,808
-356
43
$1.06M 0.37%
5,539
+3,245
44
$1.06M 0.36%
40,000
45
$1.05M 0.36%
+30,738
46
$1.05M 0.36%
20,893
-14,885
47
$1.04M 0.36%
7,360
-214
48
$1.04M 0.36%
11,122
-358
49
$1.03M 0.36%
8,503
-541
50
$1.03M 0.35%
40,000
1
2
3 4 5