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
$228M
AUM Growth
-$2.73M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
299
New
Increased
Reduced
Closed

Top Buys

1
+$1.09M
2
+$1.07M
3
+$1.05M
4
VTRS icon
Viatris
VTRS
+$1.05M
5
STJ
St Jude Medical
STJ
+$934K

Top Sells

1
+$1.53M
2
+$1.13M
3
+$1.07M
4
CI icon
Cigna
CI
+$924K
5
MSFT icon
Microsoft
MSFT
+$920K

Sector Composition

1 Financials 13.96%
2 Healthcare 13.39%
3 Technology 10.75%
4 Industrials 8.26%
5 Energy 7.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$989K 0.43%
30,381
-152
77
$975K 0.43%
40,000
78
$969K 0.43%
10,137
79
$961K 0.42%
2,779
80
$953K 0.42%
23,161
81
$947K 0.42%
7,582
-35
82
$934K 0.41%
+12,788
83
$934K 0.41%
14,914
-75
84
$931K 0.41%
2,304
-13
85
$931K 0.41%
39,363
-1,200
86
$924K 0.41%
40,000
87
$923K 0.41%
30,563
88
$917K 0.4%
+112,740
89
$915K 0.4%
9,801
+252
90
$912K 0.4%
18,774
91
$900K 0.4%
24,265
92
$897K 0.39%
+6,644
93
$885K 0.39%
21,958
-226
94
$883K 0.39%
8,329
95
$875K 0.38%
9,993
-9,302
96
$873K 0.38%
22,511
97
$869K 0.38%
63,768
98
$857K 0.38%
8,827
-51
99
$848K 0.37%
44,994
-149
100
$847K 0.37%
13,107
-59
2 3
4
5 6