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
$263M
AUM Growth
+$15.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
290
New
Increased
Reduced
Closed

Top Buys

1
+$1.63M
2
+$1.2M
3
+$1.03M
4
CRM icon
Salesforce
CRM
+$981K
5
BAX icon
Baxter International
BAX
+$785K

Top Sells

1
+$2.64M
2
+$970K
3
+$948K
4
NVDA icon
NVIDIA
NVDA
+$946K
5
CMCSA icon
Comcast
CMCSA
+$822K

Sector Composition

1 Technology 13.58%
2 Healthcare 9.85%
3 Financials 8.48%
4 Communication Services 6.97%
5 Consumer Discretionary 6.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$916K 0.35%
4,652
-42
52
$912K 0.35%
8,776
-96
53
$910K 0.35%
24,990
-230
54
$906K 0.34%
14,336
+8,352
55
$898K 0.34%
14,888
-146
56
$838K 0.32%
16,964
-675
57
$807K 0.31%
16,698
-181
58
$806K 0.31%
26,242
-3,016
59
$800K 0.3%
3,980
-44
60
$785K 0.3%
+9,757
61
$783K 0.3%
5,321
-54
62
$778K 0.3%
6,369
-65
63
$772K 0.29%
2,176
-21
64
$770K 0.29%
23,220
-11,970
65
$768K 0.29%
5,189
-45
66
$761K 0.29%
3,027
-3,097
67
$756K 0.29%
21,705
-240
68
$743K 0.28%
3,286
-34
69
$727K 0.28%
6,615
-73
70
$719K 0.27%
12,509
-140
71
$716K 0.27%
1,271
-13
72
$715K 0.27%
2,814
-28
73
$708K 0.27%
4,252
-42
74
$691K 0.26%
16,039
-178
75
$691K 0.26%
12,422
-127
1 2
3
4 5