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
$291M
AUM Growth
+$16.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
379
New
Increased
Reduced
Closed

Top Buys

1
+$7.25M
2
+$2.11M
3
+$1.59M
4
CHK
Chesapeake Energy Corporation
CHK
+$1.06M
5
REGN icon
Regeneron Pharmaceuticals
REGN
+$978K

Top Sells

1
+$1.8M
2
+$1.3M
3
+$1.19M
4
SBUX icon
Starbucks
SBUX
+$977K
5
CI icon
Cigna
CI
+$944K

Sector Composition

1 Financials 11.72%
2 Technology 10.8%
3 Healthcare 9.4%
4 Industrials 7.84%
5 Consumer Discretionary 7.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.05M 0.36%
23,647
-2,300
52
$1.05M 0.36%
40,000
53
$1.04M 0.36%
80,970
-7,600
54
$1.03M 0.35%
12,842
-1,263
55
$1.02M 0.35%
40,000
56
$1.01M 0.35%
40,000
57
$1.01M 0.35%
40,000
58
$1M 0.35%
40,000
59
$978K 0.34%
+2,524
60
$975K 0.34%
4,997
-483
61
$973K 0.33%
20,677
-1,939
62
$973K 0.33%
4,071
-385
63
$959K 0.33%
+5,150
64
$945K 0.32%
26,712
-2,709
65
$936K 0.32%
27,684
-2,192
66
$935K 0.32%
5,844
-549
67
$927K 0.32%
17,239
-1,643
68
$924K 0.32%
17,947
-1,800
69
$918K 0.32%
3,358
-304
70
$911K 0.31%
10,619
+6,157
71
$904K 0.31%
40,000
72
$900K 0.31%
40,000
73
$885K 0.3%
16,821
-1,567
74
$876K 0.3%
10,499
-3,950
75
$875K 0.3%
12,877
-1,174
1 2
3
4 5