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
$273M
AUM Growth
-$20.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
297
New
Increased
Reduced
Closed

Top Buys

1
+$715K
2
+$673K
3
+$648K
4
CL icon
Colgate-Palmolive
CL
+$578K
5
WMT icon
Walmart
WMT
+$545K

Top Sells

1
+$4.76M
2
+$1.38M
3
+$1.08M
4
AKAM icon
Akamai
AKAM
+$975K
5
UBER icon
Uber
UBER
+$759K

Sector Composition

1 Technology 17.64%
2 Healthcare 8.73%
3 Consumer Discretionary 7.5%
4 Industrials 7.39%
5 Communication Services 6.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$973K 0.36%
78,344
-1,914
52
$940K 0.34%
5,545
-135
53
$931K 0.34%
18,053
-424
54
$916K 0.34%
2,982
-71
55
$913K 0.33%
17,133
+10,224
56
$897K 0.33%
4,566
-105
57
$894K 0.33%
7,921
-186
58
$891K 0.33%
8,651
-193
59
$889K 0.33%
15,315
-334
60
$888K 0.33%
8,384
-195
61
$887K 0.32%
7,988
-170
62
$878K 0.32%
8,078
-198
63
$872K 0.32%
9,193
-205
64
$870K 0.32%
126,952
-2,289
65
$869K 0.32%
25,434
-590
66
$858K 0.31%
11,924
-266
67
$857K 0.31%
22,979
-494
68
$846K 0.31%
9,106
-219
69
$842K 0.31%
15,656
-377
70
$835K 0.31%
2,213
-54
71
$831K 0.3%
2,152
-45
72
$816K 0.3%
8,122
-190
73
$803K 0.29%
12,371
-260
74
$791K 0.29%
3,076
-72
75
$758K 0.28%
2,862
-63
1 2
3
4 5