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
$308M
AUM Growth
+$44.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
309
New
Increased
Reduced
Closed

Top Buys

1
+$2.95M
2
+$1.36M
3
+$1.07M
4
MA icon
Mastercard
MA
+$916K
5
DXCM icon
DexCom
DXCM
+$847K

Top Sells

1
+$3.34M
2
+$1.63M
3
+$883K
4
TMO icon
Thermo Fisher Scientific
TMO
+$839K
5
CF icon
CF Industries
CF
+$806K

Sector Composition

1 Technology 12.81%
2 Healthcare 10.34%
3 Financials 9.33%
4 Industrials 6.77%
5 Consumer Discretionary 6.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$769K 0.25%
4,687
-72
77
$768K 0.25%
2,134
-33
78
$754K 0.24%
+25,056
79
$746K 0.24%
20,262
-1,443
80
$741K 0.24%
5,239
-82
81
$718K 0.23%
+34,570
82
$708K 0.23%
4,731
-78
83
$705K 0.23%
31,332
-445
84
$680K 0.22%
11,506
-138
85
$674K 0.22%
3,170
-49
86
$674K 0.22%
17,952
-298
87
$671K 0.22%
4,507
-70
88
$667K 0.22%
4,187
-65
89
$660K 0.21%
6,027
-86
90
$657K 0.21%
6,055
-82
91
$653K 0.21%
4,466
-73
92
$651K 0.21%
4,602
-71
93
$642K 0.21%
13,667
-230
94
$642K 0.21%
1,167
-18
95
$641K 0.21%
4,592
-81
96
$641K 0.21%
4,930
-71
97
$638K 0.21%
2,773
-41
98
$622K 0.2%
29,801
-80
99
$615K 0.2%
6,602
-96
100
$612K 0.2%
11,298
-11,657
2 3
4
5 6