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
$291M
AUM Growth
+$16.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
379
New
Increased
Reduced
Closed

Top Buys

1
+$7.25M
2
+$2.11M
3
+$1.59M
4
CHK
Chesapeake Energy Corporation
CHK
+$1.06M
5
REGN icon
Regeneron Pharmaceuticals
REGN
+$978K

Top Sells

1
+$1.8M
2
+$1.3M
3
+$1.19M
4
SBUX icon
Starbucks
SBUX
+$977K
5
CI icon
Cigna
CI
+$944K

Sector Composition

1 Financials 11.72%
2 Technology 10.8%
3 Healthcare 9.4%
4 Industrials 7.84%
5 Consumer Discretionary 7.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$852K 0.29%
8,111
-731
77
$845K 0.29%
10,816
-1,085
78
$844K 0.29%
17,740
-1,552
79
$818K 0.28%
14,814
-1,419
80
$795K 0.27%
35,000
81
$788K 0.27%
3,862
+43
82
$774K 0.27%
14,691
83
$764K 0.26%
6,143
-576
84
$762K 0.26%
8,196
+3,700
85
$750K 0.26%
7,033
-633
86
$742K 0.26%
1,934
-194
87
$741K 0.25%
17,232
88
$726K 0.25%
18,364
-1,768
89
$721K 0.25%
22,268
-2,071
90
$719K 0.25%
6,068
-582
91
$707K 0.24%
15,274
92
$704K 0.24%
9,070
-824
93
$697K 0.24%
21,716
-2,184
94
$695K 0.24%
+4,288
95
$693K 0.24%
+14,350
96
$683K 0.23%
8,279
-732
97
$681K 0.23%
17,435
98
$676K 0.23%
15,681
-1,583
99
$675K 0.23%
1,687
-156
100
$675K 0.23%
+8,208
2 3
4
5 6