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
$336M
AUM Growth
+$25.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
299
New
Increased
Reduced
Closed

Top Buys

1
+$2.26M
2
+$1.92M
3
+$1.89M
4
SBUX icon
Starbucks
SBUX
+$1.63M
5
FCX icon
Freeport-McMoran
FCX
+$897K

Top Sells

1
+$2.93M
2
+$1.94M
3
+$1.9M
4
MKTX icon
MarketAxess Holdings
MKTX
+$1.33M
5
TER icon
Teradyne
TER
+$881K

Sector Composition

1 Technology 18.6%
2 Industrials 7.91%
3 Healthcare 7.7%
4 Consumer Discretionary 7.08%
5 Financials 6.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.78M 0.53%
8,330
27
$1.76M 0.52%
13,434
28
$1.69M 0.5%
2,166
29
$1.67M 0.5%
11,625
30
$1.64M 0.49%
6,022
31
$1.63M 0.49%
+17,873
32
$1.63M 0.49%
9,208
33
$1.46M 0.43%
3,978
34
$1.46M 0.43%
5,917
35
$1.41M 0.42%
2,790
36
$1.4M 0.42%
2,839
37
$1.35M 0.4%
7,988
38
$1.34M 0.4%
8,078
39
$1.33M 0.4%
1,614
40
$1.33M 0.4%
2,763
41
$1.33M 0.4%
8,176
42
$1.3M 0.39%
6,558
43
$1.29M 0.39%
1,552
44
$1.26M 0.38%
4,752
45
$1.26M 0.37%
9,975
46
$1.24M 0.37%
8,323
47
$1.21M 0.36%
6,099
48
$1.2M 0.36%
4,296
49
$1.16M 0.35%
11,924
50
$1.14M 0.34%
8,651
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