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
$207M
AUM Growth
-$20.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
287
New
Increased
Reduced
Closed

Top Buys

1
+$2.14M
2
+$1.36M
3
+$1.28M
4
CI icon
Cigna
CI
+$1.2M
5
PYPL icon
PayPal
PYPL
+$912K

Top Sells

1
+$2.53M
2
+$2.25M
3
+$1.81M
4
XOM icon
Exxon Mobil
XOM
+$1.32M
5
IBM icon
IBM
IBM
+$1.12M

Sector Composition

1 Financials 15.24%
2 Healthcare 12.72%
3 Technology 10.37%
4 Consumer Discretionary 8.37%
5 Communication Services 7.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$902K 0.44%
15,869
77
$898K 0.43%
+25,142
78
$895K 0.43%
23,539
79
$890K 0.43%
+23,983
80
$875K 0.42%
27,657
81
$870K 0.42%
27,013
82
$860K 0.41%
18,774
83
$858K 0.41%
10,294
84
$857K 0.41%
10,017
85
$840K 0.41%
13,327
86
$827K 0.4%
7,582
87
$827K 0.4%
2,779
88
$827K 0.4%
11,365
89
$820K 0.4%
30,381
90
$815K 0.39%
22,584
91
$807K 0.39%
12,788
92
$801K 0.39%
14,914
93
$762K 0.37%
9,993
94
$761K 0.37%
12,678
95
$760K 0.37%
8,329
96
$744K 0.36%
16,599
97
$742K 0.36%
63,768
98
$741K 0.36%
30,392
99
$741K 0.36%
6,089
100
$737K 0.36%
112,740
2 3
4
5 6