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
$253M
AUM Growth
-$15.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
339
New
Increased
Reduced
Closed

Top Buys

1
+$1.29M
2
+$1.03M
3
+$1.01M
4
EXAS icon
Exact Sciences
EXAS
+$1M
5
CHD icon
Church & Dwight Co
CHD
+$978K

Top Sells

1
+$1.27M
2
+$944K
3
+$830K
4
VZ icon
Verizon
VZ
+$802K
5
NVDA icon
NVIDIA
NVDA
+$781K

Sector Composition

1 Technology 9.83%
2 Financials 9.51%
3 Healthcare 8.75%
4 Industrials 7.03%
5 Communication Services 6.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$932K 0.37%
9,058
52
$927K 0.37%
9,889
53
$926K 0.37%
9,136
54
$917K 0.36%
20,381
+7,558
55
$904K 0.36%
7,549
56
$900K 0.36%
5,434
-91
57
$892K 0.35%
3,878
58
$886K 0.35%
22,039
59
$884K 0.35%
2,714
60
$877K 0.35%
+7,018
61
$867K 0.34%
+21,191
62
$861K 0.34%
12,510
63
$832K 0.33%
16,277
64
$830K 0.33%
6,216
65
$823K 0.33%
4,554
66
$815K 0.32%
21,920
67
$802K 0.32%
13,065
-13,058
68
$788K 0.31%
1,568
69
$788K 0.31%
4,467
70
$782K 0.31%
5,383
71
$781K 0.31%
132,840
-132,840
72
$752K 0.3%
23,118
73
$750K 0.3%
11,546
74
$745K 0.29%
5,809
75
$737K 0.29%
23,310
1 2
3
4 5