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
$218M
AUM Growth
+$11M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
278
New
Increased
Reduced
Closed

Top Buys

1
+$1.64M
2
+$1.6M
3
+$1.41M
4
SCHW icon
Charles Schwab
SCHW
+$1.26M
5
UNH icon
UnitedHealth
UNH
+$1.22M

Top Sells

1
+$2.33M
2
+$1.64M
3
+$1.13M
4
CMCSA icon
Comcast
CMCSA
+$1.08M
5
T icon
AT&T
T
+$995K

Sector Composition

1 Financials 15.64%
2 Healthcare 14.17%
3 Technology 10.51%
4 Industrials 9.12%
5 Communication Services 7.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.16M 0.53%
8,328
52
$1.11M 0.51%
12,013
53
$1.1M 0.5%
+7,995
54
$1.07M 0.49%
+93,400
55
$1.07M 0.49%
40,000
56
$1.07M 0.49%
15,276
57
$1.06M 0.49%
29,372
58
$1.06M 0.49%
24,893
59
$1.06M 0.48%
40,000
60
$1.05M 0.48%
38,777
61
$1.04M 0.48%
24,265
62
$1.04M 0.48%
23,161
63
$1.03M 0.47%
6,908
64
$1.02M 0.47%
40,000
65
$1.01M 0.46%
23,539
66
$1.01M 0.46%
+7,986
67
$995K 0.46%
24,850
68
$992K 0.45%
10,151
69
$992K 0.45%
15,874
-15,894
70
$992K 0.45%
13,678
+1,000
71
$980K 0.45%
40,000
72
$979K 0.45%
9,801
73
$970K 0.44%
14,993
74
$946K 0.43%
2,779
75
$945K 0.43%
22,584
1 2
3
4 5