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
$217M
AUM Growth
+$21.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
224
New
Increased
Reduced
Closed

Top Buys

1
+$8.92M
2
+$2M
3
+$1.24M
4
NFX
Newfield Exploration
NFX
+$1.18M
5
DD icon
DuPont de Nemours
DD
+$1.14M

Top Sells

1
+$4.3M
2
+$1.73M
3
+$1.69M
4
SHW icon
Sherwin-Williams
SHW
+$1.17M
5
ORCL icon
Oracle
ORCL
+$1.16M

Sector Composition

1 Financials 15.95%
2 Technology 11.57%
3 Healthcare 11.44%
4 Energy 9.78%
5 Industrials 8.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$948K 0.44%
+15,745
77
$943K 0.43%
42,066
-1,199
78
$943K 0.43%
12,042
-13,014
79
$943K 0.43%
+23,830
80
$941K 0.43%
15,872
-366
81
$940K 0.43%
+2,988
82
$939K 0.43%
25,075
-589
83
$926K 0.43%
+15,376
84
$922K 0.42%
+8,376
85
$901K 0.41%
22,503
-551
86
$897K 0.41%
13,398
-317
87
$896K 0.41%
+22,510
88
$895K 0.41%
8,995
-222
89
$891K 0.41%
12,687
-310
90
$889K 0.41%
+21,032
91
$877K 0.4%
15,358
-447
92
$873K 0.4%
11,665
-555
93
$873K 0.4%
14,123
-316
94
$865K 0.4%
9,530
-217
95
$859K 0.4%
24,870
-574
96
$857K 0.39%
54,910
-1,332
97
$855K 0.39%
16,885
-408
98
$843K 0.39%
11,984
-298
99
$842K 0.39%
7,083
-7,426
100
$841K 0.39%
10,564
-258
2 3
4
5 6