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
$263M
AUM Growth
+$15.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
290
New
Increased
Reduced
Closed

Top Buys

1
+$1.63M
2
+$1.2M
3
+$1.03M
4
CRM icon
Salesforce
CRM
+$981K
5
BAX icon
Baxter International
BAX
+$785K

Top Sells

1
+$2.64M
2
+$970K
3
+$948K
4
NVDA icon
NVIDIA
NVDA
+$946K
5
CMCSA icon
Comcast
CMCSA
+$822K

Sector Composition

1 Technology 13.58%
2 Healthcare 9.85%
3 Financials 8.48%
4 Communication Services 6.97%
5 Consumer Discretionary 6.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$689K 0.26%
+5,001
77
$686K 0.26%
4,673
-55
78
$683K 0.26%
+31,777
79
$680K 0.26%
4,759
-47
80
$669K 0.25%
9,307
-105
81
$665K 0.25%
6,113
-58
82
$660K 0.25%
3,747
-3,831
83
$655K 0.25%
58,293
-603
84
$652K 0.25%
2,167
-23
85
$643K 0.24%
8,271
-1,125
86
$640K 0.24%
10,077
-80
87
$636K 0.24%
4,809
-53
88
$634K 0.24%
4,577
-48
89
$621K 0.24%
4,032
-44
90
$608K 0.23%
4,539
-50
91
$602K 0.23%
5,260
-5,374
92
$588K 0.22%
6,698
-61
93
$587K 0.22%
4,673
-4,778
94
$579K 0.22%
4,977
-52
95
$575K 0.22%
1,185
-11
96
$571K 0.22%
+2,415
97
$562K 0.21%
1,467
-13
98
$561K 0.21%
18,250
-188
99
$560K 0.21%
6,137
-58
100
$541K 0.21%
7,800
-72
2 3
4
5 6