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
$270M
AUM Growth
+$16.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
280
New
Increased
Reduced
Closed

Top Buys

1
+$1.03M
2
+$1.03M
3
+$916K
4
STZ icon
Constellation Brands
STZ
+$893K
5
WYNN icon
Wynn Resorts
WYNN
+$890K

Top Sells

1
+$7.97M
2
+$4.21M
3
+$1.48M
4
MSFT icon
Microsoft
MSFT
+$1.19M
5
AMZN icon
Amazon
AMZN
+$979K

Sector Composition

1 Technology 17.23%
2 Healthcare 8.84%
3 Consumer Discretionary 7.33%
4 Industrials 7.33%
5 Communication Services 6.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.38M 0.51%
6,112
+3,955
27
$1.34M 0.5%
14,543
+666
28
$1.3M 0.48%
2,744
+212
29
$1.28M 0.47%
6,068
+266
30
$1.26M 0.47%
8,115
+1,175
31
$1.25M 0.46%
5,237
+245
32
$1.22M 0.45%
6,041
+288
33
$1.21M 0.45%
5,677
+281
34
$1.19M 0.44%
12,179
+609
35
$1.19M 0.44%
1,647
+76
36
$1.17M 0.43%
11,881
+596
37
$1.13M 0.42%
6,935
+651
38
$1.11M 0.41%
14,200
+667
39
$1.1M 0.41%
2,843
+121
40
$1.08M 0.4%
15,618
+6,165
41
$1.06M 0.39%
1,586
-95
42
$1.04M 0.38%
8,140
+352
43
$1.03M 0.38%
+6,335
44
$1.03M 0.38%
+5,667
45
$1.03M 0.38%
6,686
+298
46
$1.02M 0.38%
2,812
+996
47
$1.02M 0.38%
31,160
+1,463
48
$1.01M 0.37%
8,490
+392
49
$1.01M 0.37%
18,433
+886
50
$1.01M 0.37%
80,078
+3,875
1
2
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