CIM
CIM Investment Management Portfolio holdings
AUM
$525M
1-Year Est. Return
18.97%
1 Year Est. Return
+18.97%
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 | |
|---|---|---|---|---|---|---|
51
Deere & Co
DE
$125B
| $2.02M | 0.38% |
4,330
+2,161
|
|
||
52
Palo Alto Networks
PANW
$143B
| $2M | 0.38% |
10,330
+5,158
|
|
||
53
Cisco
CSCO
$279B
| $1.97M | 0.38% |
30,645
+15,294
|
|
||
54
Chubb
CB
$107B
| $1.94M | 0.37% |
6,844
+3,416
|
|
||
55
Take-Two Interactive
TTWO
$48.4B
| $1.94M | 0.37% |
7,969
-34
|
|
||
56
Home Depot
HD
$387B
| $1.9M | 0.36% |
5,023
+2,507
|
|
||
57
Chevron
CVX
$311B
| $1.89M | 0.36% |
13,127
+6,552
|
|
||
58
Lennar Class A
LEN
$32.1B
| $1.89M | 0.36% |
15,283
+7,632
|
|
||
59
Newmont
NEM
$104B
| $1.85M | 0.35% |
38,742
+19,335
|
|
||
60
Waste Management
WM
$86.8B
| $1.84M | 0.35% |
8,041
-32
|
|
||
61
Cummins
CMI
$57B
| $1.75M | 0.33% |
5,183
+2,588
|
|
||
62
EQT Corp
EQT
$35.2B
| $1.73M | 0.33% |
33,221
+16,581
|
|
||
63
Exxon Mobil
XOM
$480B
| $1.71M | 0.33% |
15,892
+7,936
|
|
||
64
Jacobs Solutions
J
$19.4B
| $1.68M | 0.32% |
12,704
+6,276
|
|
||
65
Lam Research
LRCX
$182B
| $1.67M | 0.32% |
19,658
+9,812
|
|
||
66
Walmart
WMT
$853B
| $1.64M | 0.31% |
16,736
-73
|
|
||
67
Ford
F
$47.7B
| $1.59M | 0.3% |
153,396
+76,561
|
|
||
68
Visa
V
$668B
| $1.59M | 0.3% |
4,469
-15
|
|
||
69
Nucor
NUE
$31.4B
| $1.55M | 0.3% |
12,625
+6,302
|
|
||
70
PepsiCo
PEP
$210B
| $1.54M | 0.29% |
10,854
+5,417
|
|
||
71
Bristol-Myers Squibb
BMY
$88.7B
| $1.51M | 0.29% |
29,271
+14,611
|
|
||
72
Merck
MRK
$216B
| $1.48M | 0.28% |
16,553
+8,262
|
|
||
73
Target
TGT
$41.6B
| $1.47M | 0.28% |
14,916
-63
|
|
||
74
NetApp
NTAP
$23.4B
| $1.46M | 0.28% |
13,102
+6,538
|
|
||
75
Colgate-Palmolive
CL
$63.6B
| $1.45M | 0.28% |
15,927
+7,948
|
|