CIM

CIM Investment Management Portfolio holdings

AUM $382M
1-Year Est. Return 25.53%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+25.53%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$382M
AUM Growth
+$13.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
254
New
Increased
Reduced
Closed

Top Buys

1 +$1.62M
2 +$428K
3 +$231K
4
SPXC icon
SPX Corp
SPXC
+$213K
5
Q
Qnity Electronics Inc
Q
+$211K

Top Sells

1 +$260K
2 +$234K
3 +$230K
4
LYB icon
LyondellBasell Industries
LYB
+$225K
5
TGTX icon
TG Therapeutics
TGTX
+$214K

Sector Composition

1 Technology 22.55%
2 Communication Services 8.33%
3 Financials 6.95%
4 Industrials 6.8%
5 Consumer Discretionary 6.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
ADBE icon
51
Adobe
ADBE
$100B
$1.29M 0.34%
3,675
QCOM icon
52
Qualcomm
QCOM
$145B
$1.28M 0.33%
7,475
ACN icon
53
Accenture
ACN
$119B
$1.22M 0.32%
4,541
CSCO icon
54
Cisco
CSCO
$354B
$1.17M 0.31%
15,125
BA icon
55
Boeing
BA
$173B
$1.16M 0.3%
5,363
BSX icon
56
Boston Scientific
BSX
$88.8B
$1.13M 0.3%
11,890
LMT icon
57
Lockheed Martin
LMT
$131B
$1.13M 0.3%
2,337
PG icon
58
Procter & Gamble
PG
$331B
$1.12M 0.29%
7,810
CB icon
59
Chubb
CB
$128B
$1.05M 0.28%
3,377
WBD icon
60
Warner Bros
WBD
$68.6B
$1.04M 0.27%
36,221
AMT icon
61
American Tower
AMT
$81.8B
$1.03M 0.27%
5,871
NUE icon
62
Nucor
NUE
$47.5B
$1.02M 0.27%
6,238
COIN icon
63
Coinbase
COIN
$51.5B
$1M 0.26%
4,443
PRU icon
64
Prudential Financial
PRU
$33.5B
$999K 0.26%
8,850
DE icon
65
Deere & Co
DE
$159B
$995K 0.26%
2,137
F icon
66
Ford
F
$51.4B
$993K 0.26%
75,720
CVX icon
67
Chevron
CVX
$371B
$988K 0.26%
6,483
IRTC icon
68
iRhythm Holdings
IRTC
$3.87B
$976K 0.26%
5,502
AMAT icon
69
Applied Materials
AMAT
$311B
$962K 0.25%
3,745
DIS icon
70
Walt Disney
DIS
$185B
$955K 0.25%
8,393
ARM icon
71
Arm
ARM
$186B
$948K 0.25%
8,669
XOM icon
72
Exxon Mobil
XOM
$615B
$943K 0.25%
7,835
PANW icon
73
Palo Alto Networks
PANW
$142B
$941K 0.25%
5,106
NOW icon
74
ServiceNow
NOW
$104B
$892K 0.23%
5,825
WYNN icon
75
Wynn Resorts
WYNN
$11.2B
$890K 0.23%
7,399