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
$318M
AUM Growth
+$9.67M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
336
New
Increased
Reduced
Closed

Top Buys

1
+$1.68M
2
+$1.24M
3
+$1.16M
4
POOL icon
Pool Corp
POOL
+$968K
5
SPLK
Splunk Inc
SPLK
+$941K

Top Sells

1
+$2.37M
2
+$1.49M
3
+$1.45M
4
MA icon
Mastercard
MA
+$1.25M
5
GPN icon
Global Payments
GPN
+$980K

Sector Composition

1 Technology 14.05%
2 Healthcare 10.27%
3 Financials 8.16%
4 Consumer Discretionary 7.52%
5 Industrials 7.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.03M 0.33%
2,935
-106
52
$1.03M 0.32%
5,395
-194
53
$1.03M 0.32%
9,857
+3,819
54
$999K 0.31%
9,140
-5,477
55
$991K 0.31%
15,505
-524
56
$982K 0.31%
8,311
-323
57
$968K 0.3%
+2,803
58
$967K 0.3%
4,170
+1,703
59
$922K 0.29%
6,138
-139
60
$916K 0.29%
3,717
-126
61
$911K 0.29%
1,208
-44
62
$898K 0.28%
3,526
-127
63
$884K 0.28%
8,263
-3,206
64
$869K 0.27%
4,103
+145
65
$865K 0.27%
9,495
-375
66
$864K 0.27%
3,615
-131
67
$861K 0.27%
3,116
-118
68
$856K 0.27%
4,527
-160
69
$849K 0.27%
16,100
-598
70
$815K 0.26%
2,871
-107
71
$800K 0.25%
13,152
-515
72
$797K 0.25%
8,868
-300
73
$796K 0.25%
+3,553
74
$796K 0.25%
+3,613
75
$786K 0.25%
9,319
-303
1 2
3
4 5