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
$270M
AUM Growth
+$16.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
280
New
Increased
Reduced
Closed

Top Buys

1
+$1.03M
2
+$1.03M
3
+$916K
4
STZ icon
Constellation Brands
STZ
+$893K
5
WYNN icon
Wynn Resorts
WYNN
+$890K

Top Sells

1
+$7.97M
2
+$4.21M
3
+$1.48M
4
MSFT icon
Microsoft
MSFT
+$1.19M
5
AMZN icon
Amazon
AMZN
+$979K

Sector Composition

1 Technology 17.23%
2 Healthcare 8.84%
3 Consumer Discretionary 7.33%
4 Industrials 7.33%
5 Communication Services 6.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1M 0.37%
10,247
-9,411
52
$987K 0.37%
4,376
+182
53
$958K 0.35%
23,422
+1,029
54
$939K 0.35%
8,824
-8,042
55
$937K 0.35%
98,775
+4,748
56
$934K 0.35%
2,261
+111
57
$929K 0.34%
4,060
+188
58
$895K 0.33%
2,287
+106
59
$892K 0.33%
8,293
+394
60
$890K 0.33%
+7,954
61
$889K 0.33%
8,879
-8,011
62
$870K 0.32%
3,045
+147
63
$869K 0.32%
3,126
+147
64
$840K 0.31%
8,256
+414
65
$836K 0.31%
15,994
+783
66
$815K 0.3%
4,383
+199
67
$807K 0.3%
+14,042
68
$805K 0.3%
1,680
+1,115
69
$799K 0.3%
9,094
+5,068
70
$795K 0.29%
8,557
+403
71
$787K 0.29%
12,605
+1,681
72
$786K 0.29%
8,087
+386
73
$778K 0.29%
9,397
+497
74
$777K 0.29%
2,192
+99
75
$759K 0.28%
7,029
+326
1 2
3
4 5