CIM

CIM Investment Management Portfolio holdings

AUM $525M
1-Year Est. Return 18.97%
This Quarter Est. Return
1 Year Est. Return
+18.97%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$169M
AUM Growth
+$342K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
148
New
Increased
Reduced
Closed

Top Buys

1
+$1.4M
2
+$1.35M
3
+$1.08M
4
SHW icon
Sherwin-Williams
SHW
+$1.07M
5
DG icon
Dollar General
DG
+$985K

Top Sells

1
+$6.83M
2
+$1.25M
3
+$1.08M
4
QCOM icon
Qualcomm
QCOM
+$968K
5
UNH icon
UnitedHealth
UNH
+$942K

Sector Composition

1 Financials 16.45%
2 Technology 10.72%
3 Healthcare 10.3%
4 Energy 10.03%
5 Industrials 9.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.16M 0.69%
27,662
+491
52
$1.15M 0.68%
15,196
+423
53
$1.11M 0.66%
16,490
54
$1.1M 0.65%
23,808
55
$1.08M 0.64%
+16,929
56
$1.07M 0.64%
21,247
57
$1.07M 0.63%
+17,613
58
$1.06M 0.63%
42,921
59
$1.06M 0.63%
15,705
-14,382
60
$1.05M 0.62%
24,163
61
$1.03M 0.61%
13,960
62
$1.02M 0.6%
16,119
63
$1M 0.59%
12,684
64
$985K 0.58%
+17,446
65
$982K 0.58%
11,606
66
$957K 0.57%
41,761
-36,422
67
$947K 0.56%
13,953
68
$937K 0.55%
12,281
69
$934K 0.55%
25,540
70
$917K 0.54%
39,135
-7,300
71
$901K 0.53%
15,576
72
$899K 0.53%
13,941
73
$885K 0.52%
19,775
74
$883K 0.52%
52,342
+1,900
75
$871K 0.52%
+37,099
1 2
3
4 5