CIM

CIM Investment Management Portfolio holdings

AUM $369M
1-Year Est. Return 22.35%
This Quarter Est. Return
1 Year Est. Return
+22.35%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$217M
AUM Growth
+$21.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
224
New
Increased
Reduced
Closed

Top Buys

1
+$8.92M
2
+$2M
3
+$1.24M
4
NFX
Newfield Exploration
NFX
+$1.18M
5
DD icon
DuPont de Nemours
DD
+$1.14M

Top Sells

1
+$4.3M
2
+$1.73M
3
+$1.69M
4
SHW icon
Sherwin-Williams
SHW
+$1.17M
5
ORCL icon
Oracle
ORCL
+$1.16M

Sector Composition

1 Financials 15.95%
2 Technology 11.57%
3 Healthcare 11.44%
4 Energy 9.78%
5 Industrials 8.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.23M 0.57%
28,756
-490
52
$1.23M 0.56%
14,958
-342
53
$1.21M 0.56%
12,354
-332
54
$1.18M 0.54%
+37,468
55
$1.17M 0.54%
13,230
-294
56
$1.15M 0.53%
21,682
-514
57
$1.15M 0.53%
14,394
-507
58
$1.15M 0.53%
26,851
-659
59
$1.15M 0.53%
44,955
-1,056
60
$1.14M 0.52%
13,718
-327
61
$1.13M 0.52%
43,678
-913
62
$1.11M 0.51%
32,113
-1,024
63
$1.11M 0.51%
27,125
-28,346
64
$1.08M 0.5%
10,830
-247
65
$1.07M 0.49%
14,617
-337
66
$1.06M 0.49%
95,644
-2,354
67
$1.05M 0.49%
16,835
-400
68
$1.05M 0.48%
12,947
-314
69
$1.02M 0.47%
18,397
-419
70
$1.01M 0.47%
38,707
-932
71
$989K 0.46%
+15,832
72
$983K 0.45%
18,149
-588
73
$966K 0.44%
10,298
-328
74
$962K 0.44%
7,255
-179
75
$959K 0.44%
+26,134
1 2
3
4 5