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
$263M
AUM Growth
+$15.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
290
New
Increased
Reduced
Closed

Top Buys

1
+$1.63M
2
+$1.2M
3
+$1.03M
4
CRM icon
Salesforce
CRM
+$981K
5
BAX icon
Baxter International
BAX
+$785K

Top Sells

1
+$2.64M
2
+$970K
3
+$948K
4
NVDA icon
NVIDIA
NVDA
+$946K
5
CMCSA icon
Comcast
CMCSA
+$822K

Sector Composition

1 Technology 13.58%
2 Healthcare 9.85%
3 Financials 8.48%
4 Communication Services 6.97%
5 Consumer Discretionary 6.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.46M 0.55%
10,481
-5,394
27
$1.45M 0.55%
2,951
-29
28
$1.44M 0.55%
59,774
+21,621
29
$1.42M 0.54%
5,106
-49
30
$1.39M 0.53%
23,247
+11,971
31
$1.27M 0.48%
14,838
-142
32
$1.24M 0.47%
8,245
-2,535
33
$1.23M 0.47%
5,434
+2,630
34
$1.22M 0.46%
6,210
+208
35
$1.2M 0.46%
20,845
-172
36
$1.19M 0.45%
19,926
+7,671
37
$1.17M 0.45%
3,717
-35
38
$1.14M 0.43%
6,410
-58
39
$1.14M 0.43%
28,809
+10,622
40
$1.13M 0.43%
8,162
-79
41
$1.09M 0.41%
80,640
-69,920
42
$1.02M 0.39%
22,955
+10,254
43
$1.02M 0.39%
14,096
+2,556
44
$1M 0.38%
39,403
-410
45
$981K 0.37%
+3,905
46
$941K 0.36%
5,675
-57
47
$937K 0.36%
5,954
-62
48
$935K 0.35%
7,944
-81
49
$920K 0.35%
3,804
-39
50
$919K 0.35%
4,850
-51
1
2
3 4 5