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
$275M
AUM Growth
-$6.19M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
400
New
Increased
Reduced
Closed

Top Buys

1
+$5.66M
2
+$1.29M
3
+$1.23M
4
NOC icon
Northrop Grumman
NOC
+$1.15M
5
SBUX icon
Starbucks
SBUX
+$1.12M

Top Sells

1
+$1.36M
2
+$1.24M
3
+$1.14M
4
URI icon
United Rentals
URI
+$1.08M
5
DD
Du Pont De Nemours E I
DD
+$1.02M

Sector Composition

1 Financials 11.92%
2 Technology 10.91%
3 Industrials 8.99%
4 Healthcare 8.61%
5 Consumer Discretionary 6.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.05M 0.38%
4,642
-277
52
$1.04M 0.38%
40,000
53
$1.04M 0.38%
23,699
-2,291
54
$1.03M 0.37%
+73,685
55
$1.01M 0.37%
40,000
56
$1.01M 0.37%
40,000
57
$1.01M 0.37%
+40,000
58
$1.01M 0.37%
225,840
-12,760
59
$1.01M 0.37%
40,000
60
$1.01M 0.37%
5,872
-458
61
$998K 0.36%
+40,000
62
$996K 0.36%
40,000
63
$995K 0.36%
40,000
64
$955K 0.35%
5,443
-309
65
$945K 0.34%
9,601
-598
66
$911K 0.33%
17,533
-2,835
67
$897K 0.33%
16,028
-939
68
$895K 0.33%
16,700
-950
69
$885K 0.32%
+4,801
70
$877K 0.32%
13,689
-779
71
$875K 0.32%
35,000
72
$855K 0.31%
15,873
-915
73
$847K 0.31%
25,192
-1,114
74
$836K 0.3%
5,730
-318
75
$823K 0.3%
37,410
1 2
3
4 5