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
$336M
AUM Growth
+$25.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
299
New
Increased
Reduced
Closed

Top Buys

1
+$2.26M
2
+$1.92M
3
+$1.89M
4
SBUX icon
Starbucks
SBUX
+$1.63M
5
FCX icon
Freeport-McMoran
FCX
+$897K

Top Sells

1
+$2.93M
2
+$1.94M
3
+$1.9M
4
MKTX icon
MarketAxess Holdings
MKTX
+$1.33M
5
TER icon
Teradyne
TER
+$881K

Sector Composition

1 Technology 18.6%
2 Industrials 7.91%
3 Healthcare 7.7%
4 Consumer Discretionary 7.08%
5 Financials 6.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.13M 0.34%
7,144
52
$1.08M 0.32%
9,193
53
$1.08M 0.32%
8,918
54
$1.07M 0.32%
5,554
55
$1.07M 0.32%
6,795
56
$1.06M 0.32%
8,690
57
$1.05M 0.31%
8,384
58
$1.05M 0.31%
9,644
59
$1.05M 0.31%
18,053
60
$1.04M 0.31%
78,344
61
$1.03M 0.31%
2,982
62
$1.03M 0.31%
4,566
63
$1.03M 0.31%
17,133
64
$1.02M 0.3%
10,460
65
$1.01M 0.3%
7,921
66
$997K 0.3%
2,600
-4,954
67
$982K 0.29%
1,288
68
$970K 0.29%
5,545
69
$937K 0.28%
126,952
70
$915K 0.27%
2,152
71
$909K 0.27%
2,213
72
$907K 0.27%
3,499
73
$868K 0.26%
+11,992
74
$858K 0.26%
2,571
75
$843K 0.25%
12,309
1 2
3
4 5