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
$334M
AUM Growth
+$16.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
321
New
Increased
Reduced
Closed

Top Buys

1
+$1.5M
2
+$1.08M
3
+$900K
4
TMO icon
Thermo Fisher Scientific
TMO
+$872K
5
EQIX icon
Equinix
EQIX
+$652K

Top Sells

1
+$1.91M
2
+$1.81M
3
+$1.24M
4
HD icon
Home Depot
HD
+$1.05M
5
MSFT icon
Microsoft
MSFT
+$1.01M

Sector Composition

1 Technology 17.14%
2 Healthcare 9.07%
3 Consumer Discretionary 8.64%
4 Financials 8.45%
5 Communication Services 7.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.11M 0.33%
11,696
-228
52
$1.09M 0.33%
3,952
-69
53
$1.09M 0.33%
23,516
-436
54
$1.09M 0.33%
24,448
-453
55
$1.08M 0.32%
+16,242
56
$1.07M 0.32%
11,446
-205
57
$1.06M 0.32%
1,159
-21
58
$1.06M 0.32%
15,958
-313
59
$1.06M 0.32%
17,928
-1,411
60
$1.05M 0.31%
7,859
-525
61
$1.04M 0.31%
20,238
-367
62
$1.03M 0.31%
18,150
-356
63
$1.01M 0.3%
1,196
+771
64
$1.01M 0.3%
8,624
+1,951
65
$997K 0.3%
9,215
-193
66
$996K 0.3%
19,210
+6,384
67
$963K 0.29%
15,990
-250
68
$939K 0.28%
8,741
-16,835
69
$931K 0.28%
5,401
-105
70
$928K 0.28%
5,222
-95
71
$927K 0.28%
2,255
-42
72
$924K 0.28%
4,897
-99
73
$920K 0.28%
5,628
-103
74
$917K 0.27%
4,122
75
$917K 0.27%
7,962
-153
1 2
3
4 5