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
-$5.34M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
335
New
Increased
Reduced
Closed

Top Buys

1
+$2.77M
2
+$1.2M
3
+$1.05M
4
AMAT icon
Applied Materials
AMAT
+$1M
5
ZG icon
Zillow
ZG
+$992K

Top Sells

1
+$2.15M
2
+$1.56M
3
+$1.23M
4
ISRG icon
Intuitive Surgical
ISRG
+$1.11M
5
NVDA icon
NVIDIA
NVDA
+$1.04M

Sector Composition

1 Technology 16.6%
2 Consumer Discretionary 9.23%
3 Financials 9.19%
4 Healthcare 8.94%
5 Communication Services 7.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.45M 0.46%
3,707
-22
27
$1.39M 0.44%
19,841
-2,248
28
$1.38M 0.43%
2,221
-12
29
$1.38M 0.43%
66,580
-50,220
30
$1.35M 0.43%
5,647
+3,923
31
$1.35M 0.43%
9,672
-53
32
$1.33M 0.42%
17,707
-97
33
$1.31M 0.41%
64,296
-375
34
$1.29M 0.4%
2,861
-16
35
$1.28M 0.4%
21,771
-125
36
$1.28M 0.4%
11,924
+4,359
37
$1.28M 0.4%
6,521
-34
38
$1.26M 0.4%
21,326
-115
39
$1.25M 0.39%
20,717
+10,070
40
$1.25M 0.39%
7,742
-44
41
$1.23M 0.39%
25,536
+14,849
42
$1.2M 0.38%
+26,818
43
$1.18M 0.37%
3,515
+1,827
44
$1.17M 0.37%
6,459
+2,075
45
$1.17M 0.37%
23,952
+411
46
$1.15M 0.36%
3,199
-18
47
$1.14M 0.36%
9,531
-54
48
$1.14M 0.36%
4,009
+1,286
49
$1.13M 0.36%
16,271
-97
50
$1.11M 0.35%
22,970
-120
1
2
3 4 5