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
$308M
AUM Growth
+$44.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
309
New
Increased
Reduced
Closed

Top Buys

1
+$2.95M
2
+$1.36M
3
+$1.07M
4
MA icon
Mastercard
MA
+$916K
5
DXCM icon
DexCom
DXCM
+$847K

Top Sells

1
+$3.34M
2
+$1.63M
3
+$883K
4
TMO icon
Thermo Fisher Scientific
TMO
+$839K
5
CF icon
CF Industries
CF
+$806K

Sector Composition

1 Technology 12.81%
2 Healthcare 10.34%
3 Financials 9.33%
4 Industrials 6.77%
5 Consumer Discretionary 6.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.05M 0.34%
3,843
+1,428
52
$1.05M 0.34%
4,773
-77
53
$1.04M 0.34%
79,560
-1,080
54
$1.03M 0.34%
11,469
+6,210
55
$1.03M 0.34%
3,913
-67
56
$1.01M 0.33%
8,634
-142
57
$972K 0.32%
15,768
-271
58
$970K 0.32%
6,507
-108
59
$962K 0.31%
16,029
+9,960
60
$916K 0.3%
16,698
-266
61
$905K 0.29%
6,277
-92
62
$903K 0.29%
1,252
-19
63
$897K 0.29%
5,589
-86
64
$881K 0.29%
3,958
+53
65
$864K 0.28%
5,118
-71
66
$847K 0.28%
+9,168
67
$845K 0.27%
3,234
-52
68
$841K 0.27%
3,746
-58
69
$811K 0.26%
1,742
-1,803
70
$806K 0.26%
1,413
+667
71
$782K 0.25%
3,653
+2,374
72
$773K 0.25%
2,978
-49
73
$773K 0.25%
+28,374
74
$772K 0.25%
9,622
-135
75
$771K 0.25%
9,870
-207
1 2
3
4 5