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
-$6.19M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
400
New
Increased
Reduced
Closed

Top Buys

1
+$5.66M
2
+$1.29M
3
+$1.23M
4
NOC icon
Northrop Grumman
NOC
+$1.15M
5
SBUX icon
Starbucks
SBUX
+$1.12M

Top Sells

1
+$1.36M
2
+$1.24M
3
+$1.14M
4
URI icon
United Rentals
URI
+$1.08M
5
DD
Du Pont De Nemours E I
DD
+$1.02M

Sector Composition

1 Financials 11.92%
2 Technology 10.91%
3 Industrials 8.99%
4 Healthcare 8.61%
5 Consumer Discretionary 6.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$812K 0.29%
13,768
-811
77
$807K 0.29%
+10,309
78
$797K 0.29%
7,337
-653
79
$791K 0.29%
+26,453
80
$790K 0.29%
+36,929
81
$777K 0.28%
3,789
-219
82
$757K 0.27%
33,067
83
$745K 0.27%
5,514
+3,229
84
$717K 0.26%
4,826
-266
85
$714K 0.26%
7,645
-519
86
$713K 0.26%
829
-46
87
$710K 0.26%
10,175
-465
88
$707K 0.26%
13,134
89
$707K 0.26%
+22,757
90
$705K 0.26%
4,780
-287
91
$703K 0.26%
15,400
+9,568
92
$702K 0.26%
1,573
-89
93
$697K 0.25%
12,980
94
$693K 0.25%
7,035
-386
95
$690K 0.25%
17,083
-9,201
96
$682K 0.25%
7,946
97
$680K 0.25%
5,982
-349
98
$679K 0.25%
40,254
-2,428
99
$677K 0.25%
+28,200
100
$673K 0.24%
3,559
-205
2 3
4
5 6