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
$241M
AUM Growth
-$55.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
265
New
Increased
Reduced
Closed

Top Buys

1
+$3.62M
2
+$1.31M
3
+$1.24M
4
CMI icon
Cummins
CMI
+$992K
5
PWR icon
Quanta Services
PWR
+$875K

Top Sells

1
+$1.02M
2
+$980K
3
+$839K
4
AAPL icon
Apple
AAPL
+$816K
5
MSFT icon
Microsoft
MSFT
+$782K

Sector Composition

1 Technology 16.63%
2 Healthcare 8.4%
3 Consumer Discretionary 7.93%
4 Industrials 7.37%
5 Communication Services 7.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$888K 0.37%
19,318
-107
52
$877K 0.36%
9,168
-37
53
$872K 0.36%
78,320
-454
54
$846K 0.35%
4,296
-20
55
$832K 0.35%
7,911
-43
56
$827K 0.34%
2,978
-16
57
$819K 0.34%
20,220
+1,566
58
$806K 0.33%
17,238
-89
59
$805K 0.33%
96,591
-526
60
$777K 0.32%
+5,016
61
$759K 0.32%
5,548
-31
62
$756K 0.31%
20,229
-102
63
$748K 0.31%
4,414
+654
64
$746K 0.31%
23,969
-123
65
$732K 0.3%
15,495
+7,563
66
$732K 0.3%
10,480
-49
67
$727K 0.3%
8,116
-43
68
$721K 0.3%
9,423
-47
69
$718K 0.3%
8,005
-44
70
$711K 0.3%
3,976
-21
71
$697K 0.29%
3,075
-14
72
$687K 0.29%
3,497
-20
73
$685K 0.28%
6,556
-33
74
$672K 0.28%
+22,960
75
$667K 0.28%
15,641
-86
1 2
3
4 5