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
$293M
AUM Growth
+$17.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
339
New
Increased
Reduced
Closed

Top Buys

1
+$3.64M
2
+$1.57M
3
+$1.36M
4
JNJ icon
Johnson & Johnson
JNJ
+$1.3M
5
PEP icon
PepsiCo
PEP
+$1.29M

Top Sells

1
+$1.72M
2
+$1.63M
3
+$1.37M
4
AMZN icon
Amazon
AMZN
+$1.21M
5
ABT icon
Abbott
ABT
+$1.17M

Sector Composition

1 Financials 11.91%
2 Technology 9.89%
3 Industrials 9.01%
4 Healthcare 7.98%
5 Consumer Discretionary 6.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.09M 0.37%
40,000
52
$1.08M 0.37%
40,000
53
$1.08M 0.37%
40,000
54
$1.07M 0.37%
+19,466
55
$1.06M 0.36%
14,671
-363
56
$1.06M 0.36%
72,598
-1,087
57
$1.05M 0.36%
5,360
-83
58
$1.05M 0.36%
14,626
+8,131
59
$1.05M 0.36%
+40,000
60
$1.04M 0.36%
7,765
-6,291
61
$1.04M 0.36%
40,000
62
$1.03M 0.35%
15,780
-248
63
$1.02M 0.35%
+8,196
64
$1.02M 0.35%
40,000
65
$1.02M 0.35%
5,782
-90
66
$1.02M 0.35%
40,000
67
$1.01M 0.35%
10,138
+3,756
68
$1.01M 0.35%
40,000
69
$1.01M 0.34%
40,000
70
$996K 0.34%
40,000
71
$993K 0.34%
40,000
72
$993K 0.34%
13,486
-203
73
$990K 0.34%
40,000
74
$971K 0.33%
+25,489
75
$968K 0.33%
11,460
-5,319
1 2
3
4 5