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
$334M
AUM Growth
+$16.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
321
New
Increased
Reduced
Closed

Top Buys

1
+$1.5M
2
+$1.08M
3
+$900K
4
TMO icon
Thermo Fisher Scientific
TMO
+$872K
5
EQIX icon
Equinix
EQIX
+$652K

Top Sells

1
+$1.91M
2
+$1.81M
3
+$1.24M
4
HD icon
Home Depot
HD
+$1.05M
5
MSFT icon
Microsoft
MSFT
+$1.01M

Sector Composition

1 Technology 17.14%
2 Healthcare 9.07%
3 Consumer Discretionary 8.64%
4 Financials 8.45%
5 Communication Services 7.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.59M 0.48%
2,808
-53
27
$1.59M 0.48%
2,806
-48
28
$1.58M 0.47%
13,220
-4,380
29
$1.56M 0.47%
18,138
-356
30
$1.55M 0.47%
9,508
-164
31
$1.5M 0.45%
22,580
-390
32
$1.47M 0.44%
8,028
-137
33
$1.42M 0.42%
2,181
-40
34
$1.33M 0.4%
17,398
-309
35
$1.31M 0.39%
21,369
-402
36
$1.31M 0.39%
20,959
-367
37
$1.24M 0.37%
2,997
-58
38
$1.23M 0.37%
7,184
-558
39
$1.2M 0.36%
7,631
-138
40
$1.18M 0.35%
3,449
-66
41
$1.17M 0.35%
7,118
-126
42
$1.17M 0.35%
19,446
-395
43
$1.17M 0.35%
63,156
-1,140
44
$1.13M 0.34%
2,924
-275
45
$1.13M 0.34%
8,338
+2,516
46
$1.12M 0.34%
54,085
-1,044
47
$1.12M 0.34%
18,039
+6,835
48
$1.12M 0.33%
4,554
-88
49
$1.11M 0.33%
4,620
+611
50
$1.11M 0.33%
26,368
-450
1
2
3 4 5