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
$260M
AUM Growth
+$29.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
342
New
Increased
Reduced
Closed

Top Buys

1
+$1.35M
2
+$1.3M
3
+$1.14M
4
ADBE icon
Adobe
ADBE
+$933K
5
ABBV icon
AbbVie
ABBV
+$929K

Top Sells

1
+$2.48M
2
+$1.08M
3
+$1.01M
4
APTV icon
Aptiv
APTV
+$1M
5
DOCU icon
DocuSign
DOCU
+$982K

Sector Composition

1 Financials 11.58%
2 Technology 9.59%
3 Healthcare 9.21%
4 Industrials 9.03%
5 Consumer Discretionary 7.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$852K 0.33%
23,051
52
$850K 0.33%
+14,852
53
$843K 0.32%
6,873
54
$828K 0.32%
+17,140
55
$817K 0.31%
9,698
56
$805K 0.31%
+18,957
57
$805K 0.31%
4,815
+366
58
$804K 0.31%
4,748
-262
59
$800K 0.31%
12,310
-1,022
60
$794K 0.31%
4,138
61
$789K 0.3%
9,656
62
$784K 0.3%
14,543
+6,725
63
$776K 0.3%
19,267
+4,410
64
$767K 0.3%
8,130
-4,004
65
$748K 0.29%
4,124
66
$748K 0.29%
+40,110
67
$746K 0.29%
31,499
68
$744K 0.29%
6,595
69
$743K 0.29%
24,710
70
$733K 0.28%
17,359
71
$725K 0.28%
2,995
+1,895
72
$725K 0.28%
+7,956
73
$713K 0.27%
+2,358
74
$710K 0.27%
1,662
+933
75
$707K 0.27%
15,666
-132
1 2
3
4 5