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
$290M
AUM Growth
-$3.92M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
372
New
Increased
Reduced
Closed

Top Buys

1
+$1.18M
2
+$1.08M
3
+$1.05M
4
ADBE icon
Adobe
ADBE
+$799K
5
SYF icon
Synchrony
SYF
+$763K

Top Sells

1
+$5.86M
2
+$2.83M
3
+$1.06M
4
META icon
Meta Platforms (Facebook)
META
+$1.06M
5
HSEA.CL
HSBC Holdings plc
HSEA.CL
+$1.05M

Sector Composition

1 Financials 12.25%
2 Technology 10.91%
3 Industrials 9.33%
4 Healthcare 8.93%
5 Consumer Discretionary 7.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$928K 0.32%
10,877
-307
77
$928K 0.32%
40,000
78
$922K 0.32%
16,520
-420
79
$920K 0.32%
5,591
-145
80
$918K 0.32%
40,000
81
$912K 0.31%
18,494
-511
82
$893K 0.31%
8,422
-253
83
$861K 0.3%
145,320
-3,920
84
$860K 0.3%
35,000
85
$839K 0.29%
5,128
-156
86
$839K 0.29%
8,898
-247
87
$812K 0.28%
775
-21
88
$806K 0.28%
24,089
-736
89
$805K 0.28%
10,104
-287
90
$799K 0.28%
+3,279
91
$777K 0.27%
15,540
-469
92
$772K 0.27%
12,778
93
$761K 0.26%
14,962
-430
94
$746K 0.26%
7,490
95
$740K 0.26%
30,000
96
$720K 0.25%
47,050
-24,995
97
$715K 0.25%
16,398
-462
98
$712K 0.25%
6,864
-191
99
$692K 0.24%
3,342
-88
100
$686K 0.24%
6,541
-199
2 3
4
5 6