CIM
CIM Investment Management Portfolio holdings
AUM
$369M
1-Year Est. Return
22.35%
1 Year Est. Return
+22.35%
AUM
$525M
AUM Growth
+$86.9M
(+20%)
Holding
254
Top Buys
| 1 | +$16M | |
| 2 | +$11.1M | |
| 3 | +$11M | |
| 4 |
Amazon
AMZN
|
+$5.82M |
| 5 |
Meta Platforms (Facebook)
META
|
+$5.76M |
Top Sells
| 1 | +$83.4M | |
| 2 | +$18.3M | |
| 3 | +$12.3M | |
| 4 |
iShares Core MSCI EAFE ETF
IEFA
|
+$9.39M |
| 5 |
iShares MSCI EAFE ETF
EFA
|
+$5.13M |
Sector Composition
| 1 | Technology | 26.86% |
| 2 | Communication Services | 8.77% |
| 3 | Financials | 7.99% |
| 4 | Industrials | 7.57% |
| 5 | Consumer Discretionary | 7.03% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
26
Oracle
ORCL
$592B
| $3.12M | 0.59% |
16,201
+8,085
|
|
||
27
Eli Lilly
LLY
$925B
| $3.12M | 0.59% |
4,019
+2,006
|
|
||
28
Adobe
ADBE
$137B
| $3.09M | 0.59% |
7,438
+3,713
|
|
||
29
RTX Corp
RTX
$226B
| $3.02M | 0.58% |
23,112
+11,541
|
|
||
30
State Street Utilities Select Sector SPDR ETF
XLU
$21.7B
| $2.92M | 0.56% |
35,807
-159
|
|
||
31
Generac Holdings
GNRC
$9.34B
| $2.91M | 0.55% |
19,525
+9,744
|
|
||
32
Caterpillar
CAT
$277B
| $2.88M | 0.55% |
7,662
+3,825
|
|
||
33
Mastercard
MA
$497B
| $2.81M | 0.54% |
5,171
+2,582
|
|
||
34
Coinbase
COIN
$74.7B
| $2.69M | 0.51% |
8,998
+4,491
|
|
||
35
Starbucks
SBUX
$99.1B
| $2.66M | 0.51% |
29,081
-120
|
|
||
36
Procter & Gamble
PG
$343B
| $2.59M | 0.49% |
15,811
+7,891
|
|
||
37
Advanced Micro Devices
AMD
$354B
| $2.55M | 0.49% |
19,441
+9,700
|
|
||
38
Arm
ARM
$148B
| $2.5M | 0.48% |
17,574
+8,770
|
|
||
39
American Tower
AMT
$82.5B
| $2.4M | 0.46% |
11,888
+5,933
|
|
||
40
Accenture
ACN
$169B
| $2.39M | 0.45% |
7,473
+2,870
|
|
||
41
Boston Scientific
BSX
$146B
| $2.37M | 0.45% |
24,092
+12,023
|
|
||
42
Qualcomm
QCOM
$187B
| $2.37M | 0.45% |
15,128
+7,551
|
|
||
43
Affirm
AFRM
$23B
| $2.32M | 0.44% |
35,701
+17,818
|
|
||
44
Constellation Brands
STZ
$24B
| $2.25M | 0.43% |
11,745
+5,860
|
|
||
45
Tesla
TSLA
$1.49T
| $2.25M | 0.43% |
7,069
-25
|
|
||
46
eBay
EBAY
$37.1B
| $2.11M | 0.4% |
30,987
+15,463
|
|
||
47
Boeing
BA
$154B
| $2.1M | 0.4% |
10,865
+5,422
|
|
||
48
Johnson & Johnson
JNJ
$495B
| $2.08M | 0.4% |
13,978
+6,976
|
|
||
49
Morgan Stanley
MS
$276B
| $2.07M | 0.39% |
15,519
+7,746
|
|
||
50
Prudential Financial
PRU
$38.3B
| $2.03M | 0.39% |
17,969
+8,976
|
|