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
$230M
AUM Growth
+$12M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
307
New
Increased
Reduced
Closed

Top Buys

1
+$10.8M
2
+$2.08M
3
+$1.52M
4
MCK icon
McKesson
MCK
+$1.5M
5
TRIP icon
TripAdvisor
TRIP
+$1.18M

Top Sells

1
+$2.02M
2
+$1.42M
3
+$1.36M
4
HD icon
Home Depot
HD
+$1.3M
5
KRFT
KRAFT FOODS GROUP INC COM STK (VA)
KRFT
+$1.29M

Sector Composition

1 Financials 14.58%
2 Healthcare 12.99%
3 Technology 10.91%
4 Industrials 8.38%
5 Energy 7.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.04M 0.45%
14,989
77
$1.03M 0.45%
+30,533
78
$1.03M 0.45%
6,289
79
$1.02M 0.44%
+40,000
80
$1.02M 0.44%
2,779
81
$1M 0.44%
+40,000
82
$997K 0.43%
7,617
83
$978K 0.42%
2,317
84
$974K 0.42%
10,057
85
$967K 0.42%
+40,000
86
$958K 0.42%
10,912
+600
87
$957K 0.42%
22,184
88
$950K 0.41%
8,329
89
$935K 0.41%
10,137
90
$926K 0.4%
+18,774
91
$924K 0.4%
+7,142
92
$917K 0.4%
+30,563
93
$913K 0.4%
9,549
-9,561
94
$902K 0.39%
+63,768
95
$899K 0.39%
+13,166
96
$893K 0.39%
15,869
-15,878
97
$874K 0.38%
+1,935
98
$870K 0.38%
+22,704
99
$865K 0.38%
8,119
100
$864K 0.38%
16,599
2 3
4
5 6