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
$248M
AUM Growth
+$43.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
273
New
Increased
Reduced
Closed

Top Buys

1
+$2.52M
2
+$1.69M
3
+$1.11M
4
BMY icon
Bristol-Myers Squibb
BMY
+$884K
5
RTX icon
RTX Corp
RTX
+$863K

Top Sells

1
+$16.3M
2
+$1.38M
3
+$1.3M
4
MKTX icon
MarketAxess Holdings
MKTX
+$1.13M
5
PYPL icon
PayPal
PYPL
+$1.04M

Sector Composition

1 Technology 11.48%
2 Healthcare 10.05%
3 Financials 8.39%
4 Communication Services 6.69%
5 Consumer Staples 6.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.3M 0.52%
2,980
-2,990
27
$1.3M 0.52%
3,579
-1,790
28
$1.29M 0.52%
21,017
+13,998
29
$1.29M 0.52%
5,155
30
$1.19M 0.48%
10,634
31
$1.16M 0.47%
7,578
+3,110
32
$1.15M 0.46%
3,752
33
$1.14M 0.46%
35,190
+23,490
34
$1.1M 0.44%
14,980
35
$1.1M 0.44%
6,468
+342
36
$1.09M 0.44%
8,241
37
$1.06M 0.43%
46,539
38
$1.05M 0.42%
6,002
-5,991
39
$1.03M 0.42%
39,813
+15,833
40
$994K 0.4%
3,843
41
$970K 0.39%
12,545
-1,102
42
$948K 0.38%
12,944
43
$927K 0.37%
9,451
44
$915K 0.37%
8,783
45
$906K 0.36%
38,153
46
$884K 0.36%
+15,034
47
$859K 0.35%
6,124
48
$859K 0.35%
+5,234
49
$857K 0.35%
4,901
50
$848K 0.34%
18,187
+9,552
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