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
$273M
AUM Growth
+$13.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
349
New
Increased
Reduced
Closed

Top Buys

1
+$1.17M
2
+$1.1M
3
+$1.05M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$1.03M
5
MSFT icon
Microsoft
MSFT
+$766K

Top Sells

1
+$1.15M
2
+$1.04M
3
+$910K
4
JCI icon
Johnson Controls International
JCI
+$852K
5
CERN
Cerner Corp
CERN
+$850K

Sector Composition

1 Financials 11.76%
2 Technology 10.46%
3 Healthcare 9.24%
4 Industrials 8.69%
5 Consumer Discretionary 6.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.4M 0.51%
17,458
+607
27
$1.38M 0.51%
27,116
+1,023
28
$1.33M 0.49%
10,709
+433
29
$1.26M 0.46%
26,289
+993
30
$1.23M 0.45%
22,382
+740
31
$1.22M 0.44%
17,351
+671
32
$1.21M 0.44%
293,720
+11,360
33
$1.2M 0.44%
14,002
+626
34
$1.16M 0.42%
3,584
+141
35
$1.16M 0.42%
8,833
+352
36
$1.15M 0.42%
8,229
+309
37
$1.14M 0.42%
5,353
+211
38
$1.14M 0.42%
7,843
+4,144
39
$1.13M 0.41%
5,426
+203
40
$1.12M 0.41%
6,056
+223
41
$1.11M 0.41%
11,005
+449
42
$1.1M 0.4%
+7,547
43
$1.08M 0.39%
2,961
+88
44
$1.05M 0.38%
+6,318
45
$1.04M 0.38%
10,721
+2,765
46
$1.04M 0.38%
2,062
+78
47
$1.04M 0.38%
6,210
+246
48
$1.01M 0.37%
21,419
+872
49
$991K 0.36%
13,828
-249
50
$984K 0.36%
7,166
+293
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2
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