CIM

CIM Investment Management Portfolio holdings

AUM $525M
1-Year Est. Return 18.97%
This Quarter Est. Return
1 Year Est. Return
+18.97%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$169M
AUM Growth
+$342K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
148
New
Increased
Reduced
Closed

Top Buys

1
+$1.4M
2
+$1.35M
3
+$1.08M
4
SHW icon
Sherwin-Williams
SHW
+$1.07M
5
DG icon
Dollar General
DG
+$985K

Top Sells

1
+$6.83M
2
+$1.25M
3
+$1.08M
4
QCOM icon
Qualcomm
QCOM
+$968K
5
UNH icon
UnitedHealth
UNH
+$942K

Sector Composition

1 Financials 16.45%
2 Technology 10.72%
3 Healthcare 10.3%
4 Energy 10.03%
5 Industrials 9.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$857K 0.51%
10,277
77
$849K 0.5%
12,055
-388
78
$845K 0.5%
10,114
-550
79
$841K 0.5%
90,768
80
$837K 0.5%
17,210
81
$824K 0.49%
+11,194
82
$822K 0.49%
23,924
83
$820K 0.49%
36,539
84
$798K 0.47%
+23,801
85
$795K 0.47%
11,432
-2,295
86
$794K 0.47%
28,168
87
$786K 0.47%
6,768
88
$784K 0.46%
6,874
-330
89
$781K 0.46%
23,925
90
$772K 0.46%
7,730
91
$770K 0.46%
6,684
92
$766K 0.45%
21,306
93
$762K 0.45%
+14,685
94
$761K 0.45%
+16,299
95
$744K 0.44%
17,247
96
$734K 0.43%
7,629
-7,040
97
$734K 0.43%
7,894
+282
98
$729K 0.43%
12,625
+6,797
99
$722K 0.43%
11,577
100
$722K 0.43%
22,964
-1,150
2 3
4
5 6