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
$196M
AUM Growth
+$27.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
148
New
Increased
Reduced
Closed

Top Buys

1
+$1.25M
2
+$1.17M
3
+$1.11M
4
AN icon
AutoNation
AN
+$1.1M
5
FLS icon
Flowserve
FLS
+$1.06M

Top Sells

1
+$1.61M
2
+$1.1M
3
+$1.07M
4
JCI icon
Johnson Controls International
JCI
+$1.05M
5
CVX icon
Chevron
CVX
+$986K

Sector Composition

1 Financials 16.46%
2 Technology 10.88%
3 Energy 10.75%
4 Healthcare 10.38%
5 Industrials 9.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.28M 0.65%
4,641
+330
52
$1.27M 0.65%
18,509
+1,580
53
$1.26M 0.64%
16,945
+1,240
54
$1.25M 0.64%
16,599
-14,299
55
$1.22M 0.62%
15,300
+1,340
56
$1.21M 0.62%
46,011
+3,090
57
$1.18M 0.6%
13,524
+840
58
$1.17M 0.6%
19,083
+1,470
59
$1.17M 0.59%
+14,045
60
$1.16M 0.59%
44,591
+2,830
61
$1.15M 0.59%
17,235
+1,116
62
$1.14M 0.58%
14,901
+960
63
$1.14M 0.58%
18,816
+1,370
64
$1.12M 0.57%
21,285
+1,510
65
$1.11M 0.57%
13,261
+980
66
$1.11M 0.57%
27,510
+1,970
67
$1.11M 0.57%
+19,283
68
$1.1M 0.56%
+22,196
69
$1.07M 0.55%
14,954
+1,001
70
$1.07M 0.55%
7,434
+560
71
$1.06M 0.54%
12,686
+1,080
72
$1.01M 0.51%
7,578
+810
73
$1.01M 0.51%
11,077
+800
74
$992K 0.51%
12,064
+870
75
$985K 0.5%
25,664
+1,740
1 2
3
4 5