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
$230M
AUM Growth
-$49.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
343
New
Increased
Reduced
Closed

Top Buys

1
+$3.75M
2
+$1.27M
3
+$982K
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$707K
5
UNH icon
UnitedHealth
UNH
+$564K

Top Sells

1
+$1.44M
2
+$1.18M
3
+$918K
4
AMGN icon
Amgen
AMGN
+$723K
5
RHT
Red Hat Inc
RHT
+$677K

Sector Composition

1 Financials 11.86%
2 Technology 9.48%
3 Healthcare 8.83%
4 Industrials 8.49%
5 Consumer Discretionary 6.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$838K 0.36%
14,077
-547
52
$834K 0.36%
13,332
-544
53
$825K 0.36%
22,174
-983
54
$823K 0.36%
478
-20
55
$804K 0.35%
6,873
-305
56
$788K 0.34%
5,010
-198
57
$778K 0.34%
12,134
+6,778
58
$735K 0.32%
31,499
-1,377
59
$730K 0.32%
9,656
-435
60
$720K 0.31%
3,219
-122
61
$719K 0.31%
9,698
-400
62
$716K 0.31%
3,165
-112
63
$700K 0.3%
2,664
-110
64
$691K 0.3%
4,138
-187
65
$688K 0.3%
17,359
-764
66
$683K 0.3%
23,051
-1,024
67
$674K 0.29%
6,595
-265
68
$669K 0.29%
3,439
-3,715
69
$665K 0.29%
4,124
-172
70
$664K 0.29%
21,390
+2,514
71
$659K 0.29%
8,550
-344
72
$642K 0.28%
15,798
73
$641K 0.28%
16,265
-1,623
74
$632K 0.27%
6,317
+1,564
75
$628K 0.27%
24,710
-1,000
1 2
3
4 5