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
$260M
AUM Growth
+$29.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
342
New
Increased
Reduced
Closed

Top Buys

1
+$1.35M
2
+$1.3M
3
+$1.14M
4
ADBE icon
Adobe
ADBE
+$933K
5
ABBV icon
AbbVie
ABBV
+$929K

Top Sells

1
+$2.48M
2
+$1.08M
3
+$1.01M
4
APTV icon
Aptiv
APTV
+$1M
5
DOCU icon
DocuSign
DOCU
+$982K

Sector Composition

1 Financials 11.58%
2 Technology 9.59%
3 Healthcare 9.21%
4 Industrials 9.03%
5 Consumer Discretionary 7.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$703K 0.27%
8,038
+1,721
77
$702K 0.27%
16,021
78
$701K 0.27%
8,550
79
$701K 0.27%
18,562
-1,801
80
$700K 0.27%
16,265
81
$675K 0.26%
7,089
82
$650K 0.25%
2,666
+122
83
$648K 0.25%
12,990
84
$644K 0.25%
5,883
85
$643K 0.25%
3,699
86
$624K 0.24%
21,292
+1,140
87
$622K 0.24%
11,767
88
$615K 0.24%
14,447
89
$611K 0.24%
+3,989
90
$608K 0.23%
9,853
-84
91
$603K 0.23%
+22,903
92
$602K 0.23%
3,306
93
$601K 0.23%
+16,939
94
$596K 0.23%
5,619
95
$595K 0.23%
8,218
96
$590K 0.23%
3,210
+1,625
97
$588K 0.23%
15,585
+6,449
98
$582K 0.22%
7,595
99
$582K 0.22%
7,945
+1,425
100
$579K 0.22%
5,699
2 3
4
5 6