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
$293M
AUM Growth
+$17.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
339
New
Increased
Reduced
Closed

Top Buys

1
+$3.64M
2
+$1.57M
3
+$1.36M
4
JNJ icon
Johnson & Johnson
JNJ
+$1.3M
5
PEP icon
PepsiCo
PEP
+$1.29M

Top Sells

1
+$1.72M
2
+$1.63M
3
+$1.37M
4
AMZN icon
Amazon
AMZN
+$1.21M
5
ABT icon
Abbott
ABT
+$1.17M

Sector Composition

1 Financials 11.91%
2 Technology 9.89%
3 Industrials 9.01%
4 Healthcare 7.98%
5 Consumer Discretionary 6.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$966K 0.33%
17,989
-261
77
$954K 0.33%
39,729
-525
78
$953K 0.33%
24,876
-316
79
$886K 0.3%
15,650
-223
80
$885K 0.3%
13,557
-211
81
$880K 0.3%
35,000
82
$880K 0.3%
16,432
-268
83
$875K 0.3%
10,142
-167
84
$873K 0.3%
17,275
-258
85
$870K 0.3%
7,805
-141
86
$867K 0.3%
22,449
-308
87
$852K 0.29%
22,290
+5,192
88
$844K 0.29%
7,227
-110
89
$833K 0.28%
26,045
-408
90
$831K 0.28%
5,425
-89
91
$821K 0.28%
15,700
-20,540
92
$821K 0.28%
37,361
-49
93
$806K 0.28%
4,754
-72
94
$798K 0.27%
4,730
-71
95
$795K 0.27%
9,373
-228
96
$779K 0.27%
52,095
-715
97
$771K 0.26%
7,540
-105
98
$763K 0.26%
+30,000
99
$762K 0.26%
24,787
-72
100
$757K 0.26%
12,902
-232
2 3
4
5 6