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
$310M
AUM Growth
+$37.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
291
New
Increased
Reduced
Closed

Top Buys

1
+$2.35M
2
+$472K
3
+$279K
4
CYTK icon
Cytokinetics
CYTK
+$263K
5
COF icon
Capital One
COF
+$258K

Top Sells

1
+$339K
2
+$274K
3
+$254K
4
MHO icon
M/I Homes
MHO
+$245K
5
MRNA icon
Moderna
MRNA
+$217K

Sector Composition

1 Technology 18.36%
2 Healthcare 8.18%
3 Industrials 7.64%
4 Consumer Discretionary 7.27%
5 Communication Services 6.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.12M 0.36%
7,144
-815
52
$1.12M 0.36%
4,296
53
$1.12M 0.36%
126,952
54
$1.05M 0.34%
2,982
55
$1.01M 0.33%
6,795
56
$1M 0.32%
11,924
57
$990K 0.32%
18,053
58
$978K 0.32%
22,979
59
$955K 0.31%
78,344
60
$953K 0.31%
9,193
61
$943K 0.3%
8,651
62
$942K 0.3%
5,545
63
$912K 0.29%
18,567
64
$910K 0.29%
1,288
65
$900K 0.29%
17,133
66
$900K 0.29%
2,152
67
$885K 0.29%
2,213
68
$884K 0.28%
8,384
69
$881K 0.28%
8,122
70
$879K 0.28%
24,701
-733
71
$850K 0.27%
7,921
72
$826K 0.27%
4,752
73
$819K 0.26%
10,460
74
$817K 0.26%
1,406
75
$813K 0.26%
8,891
1 2
3
4 5