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
$241M
AUM Growth
-$55.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
265
New
Increased
Reduced
Closed

Top Buys

1
+$3.62M
2
+$1.31M
3
+$1.24M
4
CMI icon
Cummins
CMI
+$992K
5
PWR icon
Quanta Services
PWR
+$875K

Top Sells

1
+$1.02M
2
+$980K
3
+$839K
4
AAPL icon
Apple
AAPL
+$816K
5
MSFT icon
Microsoft
MSFT
+$782K

Sector Composition

1 Technology 16.63%
2 Healthcare 8.4%
3 Consumer Discretionary 7.93%
4 Industrials 7.37%
5 Communication Services 7.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.33M 0.55%
2,600
+179
27
$1.27M 0.53%
13,895
-73
28
$1.27M 0.53%
7,136
-40
29
$1.26M 0.52%
5,910
-31
30
$1.21M 0.5%
14,156
-75
31
$1.16M 0.48%
9,212
+6,979
32
$1.14M 0.48%
11,899
-53
33
$1.14M 0.47%
30,500
-161
34
$1.09M 0.45%
22,440
-110
35
$1.09M 0.45%
6,260
-34
36
$1.07M 0.44%
2,243
-11
37
$1.06M 0.44%
1,615
-8
38
$1.02M 0.42%
2,789
-13
39
$1.02M 0.42%
7,980
-39
40
$1.01M 0.42%
1,665
-8
41
$993K 0.41%
47,394
-15,693
42
$992K 0.41%
+5,125
43
$970K 0.4%
35,103
-177
44
$936K 0.39%
4,591
-24
45
$934K 0.39%
17,816
-94
46
$931K 0.39%
18,035
-97
47
$925K 0.38%
8,818
-46
48
$920K 0.38%
5,829
-33
49
$914K 0.38%
72,066
-371
50
$909K 0.38%
44,428
+25,349
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