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
$275M
AUM Growth
+$12.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
367
New
Increased
Reduced
Closed

Top Buys

1
+$1.73M
2
+$1.32M
3
+$1.09M
4
UNP icon
Union Pacific
UNP
+$992K
5
FLR icon
Fluor
FLR
+$966K

Top Sells

1
+$1.32M
2
+$1.31M
3
+$1.17M
4
MS icon
Morgan Stanley
MS
+$927K
5
PXD
Pioneer Natural Resource Co.
PXD
+$881K

Sector Composition

1 Financials 13.06%
2 Technology 10.71%
3 Healthcare 9.46%
4 Industrials 8.59%
5 Consumer Discretionary 7.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$903K 0.33%
29,876
+282
77
$882K 0.32%
+3,819
78
$845K 0.31%
40,000
79
$844K 0.31%
+40,000
80
$838K 0.31%
+8,842
81
$810K 0.29%
2,128
+26
82
$809K 0.29%
26,217
+371
83
$798K 0.29%
7,666
+85
84
$790K 0.29%
77,525
85
$778K 0.28%
6,719
-6,570
86
$777K 0.28%
14,369
+175
87
$770K 0.28%
11,806
+132
88
$765K 0.28%
17,264
+207
89
$760K 0.28%
7,522
+89
90
$758K 0.28%
9,894
+459
91
$756K 0.28%
20,132
+236
92
$741K 0.27%
35,000
93
$728K 0.27%
14,691
+7,959
94
$725K 0.26%
8,447
+91
95
$714K 0.26%
23,900
+288
96
$713K 0.26%
2,117
97
$700K 0.25%
15,656
98
$697K 0.25%
17,435
99
$692K 0.25%
8,766
+92
100
$690K 0.25%
14,144
+155
2 3
4
5 6