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
$338M
AUM Growth
+$13.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
267
New
Increased
Reduced
Closed

Top Buys

1
+$1.24M
2
+$1.21M
3
+$1.12M
4
NEM icon
Newmont
NEM
+$1.03M
5
TGT icon
Target
TGT
+$901K

Top Sells

1
+$1.07M
2
+$818K
3
+$812K
4
MMM icon
3M
MMM
+$755K
5
LMT icon
Lockheed Martin
LMT
+$674K

Sector Composition

1 Technology 20.58%
2 Consumer Discretionary 7.19%
3 Healthcare 6.99%
4 Industrials 6.54%
5 Communication Services 6.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.12M 0.33%
4,080
-163
52
$1.1M 0.32%
4,435
-98
53
$1.09M 0.32%
8,978
-157
54
$1.08M 0.32%
1,206
-62
55
$1.05M 0.31%
118,093
-2,305
56
$1.03M 0.31%
+19,333
57
$1.02M 0.3%
2,890
-69
58
$1.02M 0.3%
2,519
-60
59
$1.01M 0.3%
12,023
-215
60
$1.01M 0.3%
15,474
-298
61
$985K 0.29%
3,416
-62
62
$969K 0.29%
6,583
-160
63
$968K 0.29%
8,564
-265
64
$955K 0.28%
17,482
-429
65
$953K 0.28%
6,341
-164
66
$947K 0.28%
8,335
-238
67
$942K 0.28%
8,037
-245
68
$921K 0.27%
5,416
-97
69
$902K 0.27%
2,161
-39
70
$901K 0.27%
5,270
-228
71
$855K 0.25%
4,139
-120
72
$845K 0.25%
2,611
-77
73
$833K 0.25%
6,426
-1,438
74
$825K 0.24%
7,945
-138
75
$824K 0.24%
5,422
-99
1 2
3
4 5