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
$318M
AUM Growth
+$9.67M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
336
New
Increased
Reduced
Closed

Top Buys

1
+$1.68M
2
+$1.24M
3
+$1.16M
4
POOL icon
Pool Corp
POOL
+$968K
5
SPLK
Splunk Inc
SPLK
+$941K

Top Sells

1
+$2.37M
2
+$1.49M
3
+$1.45M
4
MA icon
Mastercard
MA
+$1.25M
5
GPN icon
Global Payments
GPN
+$980K

Sector Composition

1 Technology 14.05%
2 Healthcare 10.27%
3 Financials 8.16%
4 Consumer Discretionary 7.52%
5 Industrials 7.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.55M 0.49%
67,843
-24,944
27
$1.51M 0.48%
39,059
-21,686
28
$1.49M 0.47%
6,739
-230
29
$1.46M 0.46%
7,894
-1,487
30
$1.46M 0.46%
18,842
-1,643
31
$1.41M 0.44%
27,310
-1,044
32
$1.41M 0.44%
2,967
+59
33
$1.4M 0.44%
19,080
-667
34
$1.39M 0.44%
6,268
-2,861
35
$1.38M 0.43%
21,855
-768
36
$1.37M 0.43%
10,134
+6,947
37
$1.35M 0.43%
9,990
-341
38
$1.35M 0.43%
21,115
-22,641
39
$1.3M 0.41%
20,173
-754
40
$1.24M 0.39%
+22,209
41
$1.23M 0.39%
5,171
-182
42
$1.21M 0.38%
18,898
-711
43
$1.19M 0.38%
47,111
+15,779
44
$1.16M 0.37%
+12,201
45
$1.15M 0.36%
25,395
-15,666
46
$1.1M 0.35%
23,830
-800
47
$1.09M 0.34%
7,740
-288
48
$1.08M 0.34%
8,481
-331
49
$1.06M 0.33%
3,281
-384
50
$1.05M 0.33%
4,599
-174
1
2
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