CIM
CIM Investment Management Portfolio holdings
AUM
$525M
1-Year Est. Return
18.97%
1 Year Est. Return
+18.97%
AUM
$525M
AUM Growth
+$86.9M
(+20%)
Holding
254
Top Buys
| 1 | +$16M | |
| 2 | +$11.1M | |
| 3 | +$11M | |
| 4 |
Amazon
AMZN
|
+$5.82M |
| 5 |
Meta Platforms (Facebook)
META
|
+$5.76M |
Top Sells
| 1 | +$83.4M | |
| 2 | +$18.3M | |
| 3 | +$12.3M | |
| 4 |
iShares Core MSCI EAFE ETF
IEFA
|
+$9.39M |
| 5 |
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 | |
|---|---|---|---|---|---|---|
76
Kimberly-Clark
KMB
$40B
| $1.42M | 0.27% |
10,918
+5,448
|
|
||
77
FedEx
FDX
$56.6B
| $1.39M | 0.27% |
5,481
+2,736
|
|
||
78
PayPal
PYPL
$66.1B
| $1.39M | 0.27% |
17,447
+8,708
|
|
||
79
Honeywell
HON
$131B
| $1.36M | 0.26% |
5,932
+2,961
|
|
||
80
Coca-Cola
KO
$295B
| $1.36M | 0.26% |
20,397
+10,182
|
|
||
81
Q2 Holdings
QTWO
$3.79B
| $1.33M | 0.25% |
13,713
+6,882
|
|
||
82
Union Pacific
UNP
$135B
| $1.31M | 0.25% |
5,713
-25
|
|
||
83
Amgen
AMGN
$163B
| $1.31M | 0.25% |
4,864
+2,428
|
|
||
84
Applied Materials
AMAT
$182B
| $1.31M | 0.25% |
7,580
+3,784
|
|
||
85
Medtronic
MDT
$123B
| $1.31M | 0.25% |
15,675
+7,822
|
|
||
86
Abbott
ABT
$225B
| $1.3M | 0.25% |
10,436
+5,209
|
|
||
87
Thermo Fisher Scientific
TMO
$205B
| $1.29M | 0.25% |
3,176
-13
|
|
||
88
Las Vegas Sands
LVS
$34.1B
| $1.26M | 0.24% |
26,452
+13,203
|
|
||
89
PPG Industries
PPG
$23.1B
| $1.23M | 0.23% |
10,508
+5,244
|
|
||
90
L3Harris
LHX
$54.4B
| $1.21M | 0.23% |
5,271
+2,631
|
|
||
91
ServiceNow
NOW
$190B
| $1.21M | 0.23% |
1,175
-4
|
|
||
92
Dow Inc
DOW
$15.3B
| $1.16M | 0.22% |
34,848
+17,392
|
|
||
93
Lowe's Companies
LOW
$136B
| $1.16M | 0.22% |
4,929
+2,460
|
|
||
94
Cigna
CI
$81.9B
| $1.12M | 0.21% |
3,705
+1,849
|
|
||
95
Marriott International
MAR
$70.6B
| $1.12M | 0.21% |
4,067
+2,030
|
|
||
96
Lincoln National
LNC
$7.39B
| $1.1M | 0.21% |
33,292
+16,616
|
|
||
97
Lockheed Martin
LMT
$118B
| $1.09M | 0.21% |
2,356
-9
|
|
||
98
Bank of America
BAC
$381B
| $1.09M | 0.21% |
23,880
+11,920
|
|
||
99
Occidental Petroleum
OXY
$40.4B
| $1.07M | 0.2% |
23,444
+11,703
|
|
||
100
Walt Disney
DIS
$201B
| $1.05M | 0.2% |
8,481
-38
|
|