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
$260M
AUM Growth
+$29.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
342
New
Increased
Reduced
Closed

Top Buys

1
+$1.35M
2
+$1.3M
3
+$1.14M
4
ADBE icon
Adobe
ADBE
+$933K
5
ABBV icon
AbbVie
ABBV
+$929K

Top Sells

1
+$2.48M
2
+$1.08M
3
+$1.01M
4
APTV icon
Aptiv
APTV
+$1M
5
DOCU icon
DocuSign
DOCU
+$982K

Sector Composition

1 Financials 11.58%
2 Technology 9.59%
3 Healthcare 9.21%
4 Industrials 9.03%
5 Consumer Discretionary 7.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.27M 0.49%
282,360
27
$1.27M 0.49%
10,276
28
$1.22M 0.47%
26,093
+1,948
29
$1.17M 0.45%
21,642
+2,033
30
$1.15M 0.44%
35,319
+13,929
31
$1.14M 0.44%
+13,376
32
$1.11M 0.43%
5,833
+2,394
33
$1.11M 0.43%
7,920
+280
34
$1.1M 0.42%
2,873
-511
35
$1.04M 0.4%
8,481
36
$1.04M 0.4%
8,955
37
$1.04M 0.4%
16,680
38
$1.03M 0.4%
5,142
+457
39
$1.02M 0.39%
23,444
40
$1M 0.39%
5,223
41
$993K 0.38%
20,547
42
$970K 0.37%
10,556
-63
43
$965K 0.37%
14,077
44
$953K 0.37%
8,861
45
$929K 0.36%
+11,528
46
$928K 0.36%
3,443
-134
47
$899K 0.35%
1,984
-1,867
48
$881K 0.34%
3,219
49
$877K 0.34%
59,076
50
$873K 0.34%
5,964
+2,559
1
2
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