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
$273M
AUM Growth
-$20.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
297
New
Increased
Reduced
Closed

Top Buys

1
+$715K
2
+$673K
3
+$648K
4
CL icon
Colgate-Palmolive
CL
+$578K
5
WMT icon
Walmart
WMT
+$545K

Top Sells

1
+$4.76M
2
+$1.38M
3
+$1.08M
4
AKAM icon
Akamai
AKAM
+$975K
5
UBER icon
Uber
UBER
+$759K

Sector Composition

1 Technology 17.64%
2 Healthcare 8.73%
3 Consumer Discretionary 7.5%
4 Industrials 7.39%
5 Communication Services 6.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.42M 0.52%
2,790
-59
27
$1.41M 0.52%
11,625
-286
28
$1.31M 0.48%
14,255
-321
29
$1.27M 0.46%
8,330
-164
30
$1.24M 0.45%
7,959
-174
31
$1.2M 0.44%
5,917
-136
32
$1.19M 0.44%
8,176
+3,510
33
$1.17M 0.43%
1,614
-37
34
$1.17M 0.43%
8,323
-186
35
$1.16M 0.43%
2,166
-43
36
$1.15M 0.42%
6,795
-157
37
$1.13M 0.41%
10,379
-240
38
$1.09M 0.4%
2,763
-54
39
$1.09M 0.4%
3,978
-92
40
$1.09M 0.4%
30,530
-706
41
$1.07M 0.39%
8,918
-192
42
$1.06M 0.39%
5,554
-137
43
$1.04M 0.38%
10,094
-187
44
$1.03M 0.38%
9,644
-9,148
45
$1.03M 0.38%
6,558
-143
46
$1.02M 0.37%
9,208
-181
47
$1M 0.37%
1,552
-38
48
$1M 0.37%
6,099
+4,346
49
$996K 0.36%
4,664
+2,372
50
$988K 0.36%
4,296
-88
1
2
3 4 5