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
$228M
AUM Growth
-$2.73M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
299
New
Increased
Reduced
Closed

Top Buys

1
+$1.09M
2
+$1.07M
3
+$1.05M
4
VTRS icon
Viatris
VTRS
+$1.05M
5
STJ
St Jude Medical
STJ
+$934K

Top Sells

1
+$1.53M
2
+$1.13M
3
+$1.07M
4
CI icon
Cigna
CI
+$924K
5
MSFT icon
Microsoft
MSFT
+$920K

Sector Composition

1 Financials 13.96%
2 Healthcare 13.39%
3 Technology 10.75%
4 Industrials 8.26%
5 Energy 7.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.18M 0.52%
6,908
52
$1.17M 0.51%
19,194
53
$1.16M 0.51%
13,327
-880
54
$1.16M 0.51%
13,495
-340
55
$1.15M 0.51%
6,379
56
$1.14M 0.5%
8,249
+323
57
$1.14M 0.5%
37,888
-264
58
$1.14M 0.5%
23,225
-94
59
$1.12M 0.49%
7,198
-53
60
$1.11M 0.49%
12,678
61
$1.1M 0.48%
12,013
62
$1.09M 0.48%
5,475
63
$1.09M 0.48%
+27,657
64
$1.08M 0.47%
24,893
65
$1.07M 0.47%
10,294
-618
66
$1.07M 0.47%
+27,013
67
$1.06M 0.47%
38,777
68
$1.06M 0.47%
10,151
-63
69
$1.05M 0.46%
+9,056
70
$1.05M 0.46%
+15,431
71
$1.04M 0.46%
40,000
72
$1.03M 0.45%
10,017
-40
73
$1.01M 0.45%
13,246
+6,373
74
$995K 0.44%
11,365
-49
75
$994K 0.44%
40,000
1 2
3
4 5