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
$254M
AUM Growth
+$29.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
259
New
Increased
Reduced
Closed

Top Buys

1
+$7.97M
2
+$2.76M
3
+$1.48M
4
OXY icon
Occidental Petroleum
OXY
+$688K
5
GNRC icon
Generac Holdings
GNRC
+$675K

Top Sells

1
+$887K
2
+$788K
3
+$720K
4
BMY icon
Bristol-Myers Squibb
BMY
+$718K
5
HON icon
Honeywell
HON
+$710K

Sector Composition

1 Technology 16.25%
2 Healthcare 8.06%
3 Consumer Discretionary 6.99%
4 Financials 6.86%
5 Industrials 6.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.34M 0.53%
2,532
-68
27
$1.27M 0.5%
19,658
+10,235
28
$1.24M 0.49%
2,718
-73
29
$1.23M 0.48%
6,940
-196
30
$1.23M 0.48%
21,910
-530
31
$1.21M 0.48%
24,217
+12,842
32
$1.21M 0.48%
4,992
-133
33
$1.19M 0.47%
3,075
+766
34
$1.19M 0.47%
5,753
-157
35
$1.19M 0.47%
1,681
-42
36
$1.17M 0.46%
11,570
-329
37
$1.14M 0.45%
13,533
-362
38
$1.13M 0.45%
11,285
-325
39
$1.13M 0.44%
6,284
-176
40
$1.07M 0.42%
43,247
-1,181
41
$1.03M 0.4%
1,571
-44
42
$1.03M 0.4%
5,396
-152
43
$955K 0.38%
94,027
-2,564
44
$928K 0.37%
3,872
-104
45
$922K 0.36%
2,150
-61
46
$916K 0.36%
2,722
-67
47
$895K 0.35%
5,668
-161
48
$893K 0.35%
70,208
-1,858
49
$886K 0.35%
76,203
-2,117
50
$885K 0.35%
8,900
-268
1
2
3 4 5