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
$254M
AUM Growth
+$29.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
259
New
Increased
Reduced
Closed

Top Buys

1
+$7.97M
2
+$2.76M
3
+$1.48M
4
OXY icon
Occidental Petroleum
OXY
+$688K
5
GNRC icon
Generac Holdings
GNRC
+$675K

Top Sells

1
+$887K
2
+$788K
3
+$720K
4
BMY icon
Bristol-Myers Squibb
BMY
+$718K
5
HON icon
Honeywell
HON
+$710K

Sector Composition

1 Technology 16.25%
2 Healthcare 8.06%
3 Consumer Discretionary 6.99%
4 Financials 6.86%
5 Industrials 6.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$884K 0.35%
17,547
-488
52
$871K 0.34%
4,194
-102
53
$856K 0.34%
7,788
-192
54
$851K 0.33%
22,393
-567
55
$849K 0.33%
18,780
-538
56
$843K 0.33%
8,098
+2,909
57
$842K 0.33%
6,388
-168
58
$825K 0.32%
2,979
-1,612
59
$812K 0.32%
24,512
-613
60
$785K 0.31%
29,697
-803
61
$773K 0.3%
2,898
-80
62
$769K 0.3%
4,410
-4
63
$765K 0.3%
7,701
-210
64
$749K 0.29%
3,396
-101
65
$729K 0.29%
10,238
-242
66
$725K 0.29%
15,211
-430
67
$698K 0.27%
1,909
-48
68
$691K 0.27%
4,184
-111
69
$690K 0.27%
7,899
-217
70
$688K 0.27%
+10,924
71
$687K 0.27%
7,842
-223
72
$680K 0.27%
9,453
-9,985
73
$680K 0.27%
2,201
-66
74
$675K 0.27%
2,093
+964
75
$675K 0.27%
+6,703
1 2
3
4 5