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
$308M
AUM Growth
+$44.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
309
New
Increased
Reduced
Closed

Top Buys

1
+$2.95M
2
+$1.36M
3
+$1.07M
4
MA icon
Mastercard
MA
+$916K
5
DXCM icon
DexCom
DXCM
+$847K

Top Sells

1
+$3.34M
2
+$1.63M
3
+$883K
4
TMO icon
Thermo Fisher Scientific
TMO
+$839K
5
CF icon
CF Industries
CF
+$806K

Sector Composition

1 Technology 12.81%
2 Healthcare 10.34%
3 Financials 9.33%
4 Industrials 6.77%
5 Consumer Discretionary 6.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.73M 0.56%
7,445
-562
27
$1.7M 0.55%
9,381
-2,806
28
$1.62M 0.53%
27,554
+7,628
29
$1.56M 0.51%
14,617
-221
30
$1.54M 0.5%
19,747
-296
31
$1.48M 0.48%
22,912
-335
32
$1.47M 0.48%
20,485
-360
33
$1.45M 0.47%
2,908
-43
34
$1.45M 0.47%
6,969
+2,317
35
$1.44M 0.47%
10,331
-150
36
$1.42M 0.46%
5,778
+4,372
37
$1.42M 0.46%
8,018
+2,064
38
$1.4M 0.46%
22,623
+7,735
39
$1.36M 0.44%
+12,995
40
$1.34M 0.43%
5,028
-78
41
$1.31M 0.42%
5,353
-81
42
$1.27M 0.41%
28,354
-455
43
$1.22M 0.4%
20,927
+6,591
44
$1.19M 0.39%
8,028
-134
45
$1.15M 0.37%
3,041
+865
46
$1.13M 0.37%
16,425
-273
47
$1.12M 0.36%
3,665
-52
48
$1.09M 0.35%
19,609
+12,844
49
$1.08M 0.35%
24,630
-360
50
$1.06M 0.34%
8,812
+3,835
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2
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