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
$273M
AUM Growth
+$13.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
349
New
Increased
Reduced
Closed

Top Buys

1
+$1.17M
2
+$1.1M
3
+$1.05M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$1.03M
5
MSFT icon
Microsoft
MSFT
+$766K

Top Sells

1
+$1.15M
2
+$1.04M
3
+$910K
4
JCI icon
Johnson Controls International
JCI
+$852K
5
CERN
Cerner Corp
CERN
+$850K

Sector Composition

1 Financials 11.76%
2 Technology 10.46%
3 Healthcare 9.24%
4 Industrials 8.69%
5 Consumer Discretionary 6.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$729K 0.27%
13,533
+543
77
$715K 0.26%
6,295
+238
78
$704K 0.26%
4,288
+164
79
$694K 0.25%
19,747
+790
80
$687K 0.25%
7,370
+281
81
$685K 0.25%
6,383
+1,752
82
$685K 0.25%
16,694
+673
83
$677K 0.25%
12,385
+6,609
84
$675K 0.25%
5,909
+3,215
85
$667K 0.24%
5,809
+190
86
$656K 0.24%
+5,921
87
$651K 0.24%
8,554
+325
88
$641K 0.23%
+38,275
89
$634K 0.23%
3,632
+134
90
$630K 0.23%
23,911
+1,008
91
$627K 0.23%
+2,406
92
$625K 0.23%
8,879
+329
93
$624K 0.23%
24,601
+956
94
$619K 0.23%
41,520
+1,410
95
$617K 0.23%
6,115
+232
96
$612K 0.22%
10,789
+392
97
$612K 0.22%
3,336
+126
98
$611K 0.22%
4,374
+141
99
$609K 0.22%
7,882
+287
100
$604K 0.22%
16,450
+630
2 3
4
5 6