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
$207M
AUM Growth
-$20.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
287
New
Increased
Reduced
Closed

Top Buys

1
+$2.14M
2
+$1.36M
3
+$1.28M
4
CI icon
Cigna
CI
+$1.2M
5
PYPL icon
PayPal
PYPL
+$912K

Top Sells

1
+$2.53M
2
+$2.25M
3
+$1.81M
4
XOM icon
Exxon Mobil
XOM
+$1.32M
5
IBM icon
IBM
IBM
+$1.12M

Sector Composition

1 Financials 15.24%
2 Healthcare 12.72%
3 Technology 10.37%
4 Consumer Discretionary 8.37%
5 Communication Services 7.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.1M 0.53%
27,499
+14,436
52
$1.08M 0.52%
8,249
53
$1.08M 0.52%
37,888
54
$1.07M 0.52%
10,320
55
$1.05M 0.51%
15,276
-787
56
$1.05M 0.51%
24,850
+13,726
57
$1.04M 0.5%
40,000
58
$1.03M 0.5%
14,993
59
$1.02M 0.49%
24,893
60
$1.02M 0.49%
38,777
61
$1.01M 0.49%
40,000
62
$1M 0.48%
40,000
63
$998K 0.48%
6,379
64
$995K 0.48%
6,908
65
$993K 0.48%
102,474
+62,653
66
$989K 0.48%
12,013
67
$980K 0.47%
9,056
68
$979K 0.47%
10,151
69
$970K 0.47%
23,161
70
$961K 0.46%
40,000
71
$954K 0.46%
10,137
72
$944K 0.46%
24,265
73
$924K 0.45%
9,801
74
$918K 0.44%
19,048
-146
75
$912K 0.44%
+29,372
1 2
3
4 5