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
$230M
AUM Growth
+$12M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
307
New
Increased
Reduced
Closed

Top Buys

1
+$10.8M
2
+$2.08M
3
+$1.52M
4
MCK icon
McKesson
MCK
+$1.5M
5
TRIP icon
TripAdvisor
TRIP
+$1.18M

Top Sells

1
+$2.02M
2
+$1.42M
3
+$1.36M
4
HD icon
Home Depot
HD
+$1.3M
5
KRFT
KRAFT FOODS GROUP INC COM STK (VA)
KRFT
+$1.29M

Sector Composition

1 Financials 14.58%
2 Healthcare 12.99%
3 Technology 10.91%
4 Industrials 8.38%
5 Energy 7.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.22M 0.53%
10,368
52
$1.21M 0.52%
16,034
+353
53
$1.19M 0.52%
15,282
-475
54
$1.19M 0.52%
7,926
-7,753
55
$1.18M 0.51%
+14,207
56
$1.17M 0.51%
12,013
57
$1.17M 0.51%
23,319
58
$1.16M 0.5%
+12,678
59
$1.15M 0.5%
5,475
60
$1.14M 0.5%
6,908
61
$1.14M 0.49%
13,835
62
$1.13M 0.49%
13,595
+5,667
63
$1.11M 0.48%
7,251
64
$1.11M 0.48%
40,563
65
$1.1M 0.48%
6,379
66
$1.09M 0.47%
24,893
67
$1.08M 0.47%
38,152
-21,576
68
$1.07M 0.46%
22,920
+800
69
$1.07M 0.46%
38,777
70
$1.06M 0.46%
24,265
71
$1.05M 0.46%
10,214
72
$1.05M 0.46%
+40,000
73
$1.05M 0.45%
11,414
74
$1.04M 0.45%
9,640
+252
75
$1.04M 0.45%
+23,539
1 2
3
4 5