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
$525M
AUM Growth
+$86.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
254
New
Increased
Reduced
Closed

Top Buys

1
+$16M
2
+$11.1M
3
+$11M
4
AMZN icon
Amazon
AMZN
+$5.82M
5
META icon
Meta Platforms (Facebook)
META
+$5.76M

Top Sells

1
+$83.4M
2
+$18.3M
3
+$12.3M
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$9.39M
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$5.13M

Sector Composition

1 Technology 26.86%
2 Communication Services 8.77%
3 Financials 7.99%
4 Industrials 7.57%
5 Consumer Discretionary 7.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
DE icon
51
Deere & Co
DE
$130B
$2.02M 0.38%
4,330
+2,161
PANW icon
52
Palo Alto Networks
PANW
$135B
$2M 0.38%
10,330
+5,158
CSCO icon
53
Cisco
CSCO
$307B
$1.97M 0.38%
30,645
+15,294
CB icon
54
Chubb
CB
$116B
$1.94M 0.37%
6,844
+3,416
TTWO icon
55
Take-Two Interactive
TTWO
$45.3B
$1.94M 0.37%
7,969
-34
HD icon
56
Home Depot
HD
$356B
$1.9M 0.36%
5,023
+2,507
CVX icon
57
Chevron
CVX
$303B
$1.89M 0.36%
13,127
+6,552
LEN icon
58
Lennar Class A
LEN
$32.9B
$1.89M 0.36%
15,283
+7,632
NEM icon
59
Newmont
NEM
$97.8B
$1.85M 0.35%
38,742
+19,335
WM icon
60
Waste Management
WM
$87.1B
$1.84M 0.35%
8,041
-32
CMI icon
61
Cummins
CMI
$70.1B
$1.75M 0.33%
5,183
+2,588
EQT icon
62
EQT Corp
EQT
$38.2B
$1.73M 0.33%
33,221
+16,581
XOM icon
63
Exxon Mobil
XOM
$497B
$1.71M 0.33%
15,892
+7,936
J icon
64
Jacobs Solutions
J
$16.5B
$1.68M 0.32%
12,704
+6,276
LRCX icon
65
Lam Research
LRCX
$201B
$1.67M 0.32%
19,658
+9,812
WMT icon
66
Walmart
WMT
$912B
$1.64M 0.31%
16,736
-73
F icon
67
Ford
F
$52.2B
$1.59M 0.3%
153,396
+76,561
V icon
68
Visa
V
$636B
$1.59M 0.3%
4,469
-15
NUE icon
69
Nucor
NUE
$37.7B
$1.55M 0.3%
12,625
+6,302
PEP icon
70
PepsiCo
PEP
$202B
$1.54M 0.29%
10,854
+5,417
BMY icon
71
Bristol-Myers Squibb
BMY
$104B
$1.51M 0.29%
29,271
+14,611
MRK icon
72
Merck
MRK
$254B
$1.48M 0.28%
16,553
+8,262
TGT icon
73
Target
TGT
$41.2B
$1.47M 0.28%
14,916
-63
NTAP icon
74
NetApp
NTAP
$22.7B
$1.46M 0.28%
13,102
+6,538
CL icon
75
Colgate-Palmolive
CL
$63B
$1.45M 0.28%
15,927
+7,948
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3
4 5