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
$290M
AUM Growth
-$3.92M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
372
New
Increased
Reduced
Closed

Top Buys

1
+$1.18M
2
+$1.08M
3
+$1.05M
4
ADBE icon
Adobe
ADBE
+$799K
5
SYF icon
Synchrony
SYF
+$763K

Top Sells

1
+$5.86M
2
+$2.83M
3
+$1.06M
4
META icon
Meta Platforms (Facebook)
META
+$1.06M
5
HSEA.CL
HSBC Holdings plc
HSEA.CL
+$1.05M

Sector Composition

1 Financials 12.25%
2 Technology 10.91%
3 Industrials 9.33%
4 Healthcare 8.93%
5 Consumer Discretionary 7.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.02M 0.35%
23,822
-554
52
$1.01M 0.35%
23,170
+7,399
53
$1.01M 0.35%
40,000
54
$1.01M 0.35%
40,000
55
$1.01M 0.35%
498
-14
56
$992K 0.34%
7,186
+3,105
57
$991K 0.34%
17,118
-458
58
$989K 0.34%
8,536
+2,894
59
$988K 0.34%
6,759
-2,628
60
$983K 0.34%
13,883
-391
61
$982K 0.34%
7,197
-180
62
$976K 0.34%
4,299
-124
63
$975K 0.34%
40,000
64
$971K 0.34%
5,210
-142
65
$970K 0.33%
40,000
66
$964K 0.33%
19,398
-550
67
$963K 0.33%
8,850
-6,335
68
$960K 0.33%
12,300
-372
69
$955K 0.33%
4,328
-134
70
$952K 0.33%
40,000
71
$951K 0.33%
39,233
+65
72
$937K 0.32%
16,930
+10,575
73
$929K 0.32%
14,236
-312
74
$928K 0.32%
28,293
-779
75
$928K 0.32%
10,096
-312
1 2
3
4 5