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
$296M
AUM Growth
-$38M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
319
New
Increased
Reduced
Closed

Top Buys

1
+$3.64M
2
+$2.38M
3
+$1.4M
4
META icon
Meta Platforms (Facebook)
META
+$1.18M
5
NFLX icon
Netflix
NFLX
+$1.12M

Top Sells

1
+$7.83M
2
+$2.42M
3
+$1.72M
4
LYV icon
Live Nation Entertainment
LYV
+$1.58M
5
CTXS
Citrix Systems Inc
CTXS
+$1.11M

Sector Composition

1 Technology 17.54%
2 Consumer Discretionary 9.57%
3 Healthcare 7.77%
4 Financials 7.75%
5 Industrials 7.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.52M 0.51%
30,661
+10,423
27
$1.43M 0.48%
19,542
-1,417
28
$1.43M 0.48%
17,376
-22
29
$1.42M 0.48%
22,550
-30
30
$1.38M 0.46%
9,005
-503
31
$1.37M 0.46%
15,012
+6,388
32
$1.34M 0.45%
3,745
-1,872
33
$1.33M 0.45%
78,774
+24,689
34
$1.32M 0.45%
72,437
+42,570
35
$1.28M 0.43%
1,673
+514
36
$1.28M 0.43%
2,802
-4
37
$1.27M 0.43%
7,176
-8
38
$1.25M 0.42%
2,254
+73
39
$1.24M 0.42%
8,864
+3,967
40
$1.24M 0.42%
2,421
-1,212
41
$1.23M 0.41%
35,280
+11,764
42
$1.23M 0.41%
6,294
+3,360
43
$1.23M 0.41%
8,019
-9
44
$1.22M 0.41%
10,529
+342
45
$1.2M 0.41%
1,623
+427
46
$1.18M 0.4%
11,952
-6,186
47
$1.18M 0.4%
14,231
-7,138
48
$1.16M 0.39%
18,132
-18
49
$1.13M 0.38%
17,327
+7,674
50
$1.13M 0.38%
3,948
-4
1
2
3 4 5