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
$248M
AUM Growth
+$43.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
273
New
Increased
Reduced
Closed

Top Buys

1
+$2.52M
2
+$1.69M
3
+$1.11M
4
BMY icon
Bristol-Myers Squibb
BMY
+$884K
5
RTX icon
RTX Corp
RTX
+$863K

Top Sells

1
+$16.3M
2
+$1.38M
3
+$1.3M
4
MKTX icon
MarketAxess Holdings
MKTX
+$1.13M
5
PYPL icon
PayPal
PYPL
+$1.04M

Sector Composition

1 Technology 11.48%
2 Healthcare 10.05%
3 Financials 8.39%
4 Communication Services 6.69%
5 Consumer Staples 6.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$676K 0.27%
+9,396
77
$676K 0.27%
12,255
78
$672K 0.27%
4,728
-2,363
79
$670K 0.27%
2,842
80
$666K 0.27%
+2,197
81
$655K 0.26%
2,804
82
$648K 0.26%
40,935
+24,945
83
$647K 0.26%
12,649
84
$634K 0.26%
+12,549
85
$630K 0.25%
+6,759
86
$623K 0.25%
11,276
+1,576
87
$619K 0.25%
10,157
88
$612K 0.25%
+4,076
89
$610K 0.25%
4,806
90
$602K 0.24%
7,414
91
$600K 0.24%
18,438
92
$599K 0.24%
4,589
-2,293
93
$589K 0.24%
9,412
94
$581K 0.23%
5,029
-5,020
95
$574K 0.23%
58,896
96
$564K 0.23%
+6,171
97
$563K 0.23%
4,862
98
$555K 0.22%
5,983
99
$554K 0.22%
5,640
100
$540K 0.22%
1,480
2 3
4
5 6