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
-$5.34M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
335
New
Increased
Reduced
Closed

Top Buys

1
+$2.77M
2
+$1.2M
3
+$1.05M
4
AMAT icon
Applied Materials
AMAT
+$1M
5
ZG icon
Zillow
ZG
+$992K

Top Sells

1
+$2.15M
2
+$1.56M
3
+$1.23M
4
ISRG icon
Intuitive Surgical
ISRG
+$1.11M
5
NVDA icon
NVIDIA
NVDA
+$1.04M

Sector Composition

1 Technology 16.6%
2 Consumer Discretionary 9.23%
3 Financials 9.19%
4 Healthcare 8.94%
5 Communication Services 7.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.11M 0.35%
8,384
-51
52
$1.11M 0.35%
4,642
-417
53
$1.1M 0.35%
20,605
-115
54
$1.08M 0.34%
7,244
-39
55
$1.07M 0.34%
5,262
-30
56
$1.06M 0.34%
18,506
-107
57
$1.06M 0.33%
24,901
-846
58
$1.05M 0.33%
3,887
-32
59
$1.05M 0.33%
8,165
-43
60
$1.03M 0.32%
8,217
-49
61
$1M 0.31%
+7,769
62
$992K 0.31%
+11,204
63
$991K 0.31%
16,240
-16,510
64
$990K 0.31%
1,180
-7
65
$990K 0.31%
9,408
-41
66
$977K 0.31%
3,055
-18
67
$966K 0.3%
2,297
-13
68
$946K 0.3%
+9,842
69
$929K 0.29%
4,021
-4,072
70
$929K 0.29%
12,826
+4,410
71
$917K 0.29%
5,822
+2,220
72
$916K 0.29%
6,105
-29
73
$902K 0.28%
4,122
74
$890K 0.28%
8,115
-47
75
$876K 0.28%
4,996
-30
1 2
3
4 5