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
$248M
AUM Growth
+$43.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
273
New
Increased
Reduced
Closed

Top Buys

1
+$2.52M
2
+$1.69M
3
+$1.11M
4
BMY icon
Bristol-Myers Squibb
BMY
+$884K
5
RTX icon
RTX Corp
RTX
+$863K

Top Sells

1
+$16.3M
2
+$1.38M
3
+$1.3M
4
MKTX icon
MarketAxess Holdings
MKTX
+$1.13M
5
PYPL icon
PayPal
PYPL
+$1.04M

Sector Composition

1 Technology 11.48%
2 Healthcare 10.05%
3 Financials 8.39%
4 Communication Services 6.69%
5 Consumer Staples 6.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$829K 0.33%
16,217
52
$823K 0.33%
29,258
53
$822K 0.33%
21,087
54
$815K 0.33%
16,879
55
$814K 0.33%
8,872
56
$796K 0.32%
25,220
57
$795K 0.32%
4,024
58
$794K 0.32%
4,694
59
$791K 0.32%
11,540
60
$789K 0.32%
2,190
-110
61
$788K 0.32%
17,639
+5,679
62
$775K 0.31%
5,732
63
$752K 0.3%
3,868
64
$732K 0.29%
8,025
65
$721K 0.29%
5,375
66
$721K 0.29%
6,016
67
$719K 0.29%
4,294
68
$713K 0.29%
+3,320
69
$704K 0.28%
6,688
70
$699K 0.28%
1,284
-1,271
71
$691K 0.28%
3,150
72
$691K 0.28%
4,625
73
$691K 0.28%
3,746
74
$682K 0.27%
6,434
75
$681K 0.27%
21,945
-791
1 2
3
4 5