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
$273M
AUM Growth
+$13.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
349
New
Increased
Reduced
Closed

Top Buys

1
+$1.17M
2
+$1.1M
3
+$1.05M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$1.03M
5
MSFT icon
Microsoft
MSFT
+$766K

Top Sells

1
+$1.15M
2
+$1.04M
3
+$910K
4
JCI icon
Johnson Controls International
JCI
+$852K
5
CERN
Cerner Corp
CERN
+$850K

Sector Composition

1 Financials 11.76%
2 Technology 10.46%
3 Healthcare 9.24%
4 Industrials 8.69%
5 Consumer Discretionary 6.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$977K 0.36%
8,292
+5,595
52
$971K 0.36%
24,430
+986
53
$913K 0.33%
17,824
+684
54
$905K 0.33%
9,979
+323
55
$898K 0.33%
4,938
+190
56
$883K 0.32%
4,315
+177
57
$879K 0.32%
25,713
+13,267
58
$877K 0.32%
2,450
+92
59
$873K 0.32%
12,010
+482
60
$867K 0.32%
12,833
+523
61
$852K 0.31%
61,616
+2,540
62
$847K 0.31%
10,088
+390
63
$845K 0.31%
4,996
+181
64
$824K 0.3%
3,117
+122
65
$824K 0.3%
15,128
+585
66
$812K 0.3%
22,050
-13,269
67
$810K 0.3%
1,726
+64
68
$800K 0.29%
6,851
+256
69
$793K 0.29%
18,091
+732
70
$781K 0.29%
8,451
+321
71
$748K 0.27%
15,066
+619
72
$742K 0.27%
32,822
+1,323
73
$739K 0.27%
25,660
+950
74
$738K 0.27%
19,333
+771
75
$733K 0.27%
2,980
+314
1 2
3
4 5