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
$253M
AUM Growth
-$15.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
339
New
Increased
Reduced
Closed

Top Buys

1
+$1.29M
2
+$1.03M
3
+$1.01M
4
EXAS icon
Exact Sciences
EXAS
+$1M
5
CHD icon
Church & Dwight Co
CHD
+$978K

Top Sells

1
+$1.27M
2
+$944K
3
+$830K
4
VZ icon
Verizon
VZ
+$802K
5
NVDA icon
NVIDIA
NVDA
+$781K

Sector Composition

1 Technology 9.83%
2 Financials 9.51%
3 Healthcare 8.75%
4 Industrials 7.03%
5 Communication Services 6.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.26M 0.5%
11,612
27
$1.25M 0.49%
15,618
28
$1.25M 0.49%
4,238
-2,117
29
$1.24M 0.49%
9,695
30
$1.23M 0.49%
56,861
+34,656
31
$1.23M 0.49%
5,339
+2,474
32
$1.22M 0.48%
37,760
33
$1.14M 0.45%
9,434
+4,615
34
$1.11M 0.44%
3,238
35
$1.11M 0.44%
10,287
+6,276
36
$1.11M 0.44%
9,762
37
$1.09M 0.43%
7,975
38
$1.09M 0.43%
7,465
39
$1.07M 0.43%
4,922
40
$1.05M 0.42%
13,459
+2,875
41
$1.05M 0.41%
7,098
42
$1.03M 0.41%
+10,231
43
$1.03M 0.41%
6,443
44
$1.02M 0.4%
13,679
45
$1.01M 0.4%
5,335
+2,759
46
$1.01M 0.4%
+11,446
47
$1M 0.4%
+10,850
48
$978K 0.39%
16,160
49
$978K 0.39%
+13,908
50
$951K 0.38%
6,812
1
2
3 4 5