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
$334M
AUM Growth
+$16.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
321
New
Increased
Reduced
Closed

Top Buys

1
+$1.5M
2
+$1.08M
3
+$900K
4
TMO icon
Thermo Fisher Scientific
TMO
+$872K
5
EQIX icon
Equinix
EQIX
+$652K

Top Sells

1
+$1.91M
2
+$1.81M
3
+$1.24M
4
HD icon
Home Depot
HD
+$1.05M
5
MSFT icon
Microsoft
MSFT
+$1.01M

Sector Composition

1 Technology 17.14%
2 Healthcare 9.07%
3 Consumer Discretionary 8.64%
4 Financials 8.45%
5 Communication Services 7.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$915K 0.27%
5,665
+18
77
$913K 0.27%
8,119
-166
78
$900K 0.27%
+7,757
79
$892K 0.27%
15,068
-288
80
$880K 0.26%
20,352
-365
81
$860K 0.26%
9,674
-168
82
$834K 0.25%
8,059
-158
83
$827K 0.25%
4,002
-74
84
$814K 0.24%
4,321
-80
85
$781K 0.23%
6,632
86
$779K 0.23%
5,535
-94
87
$765K 0.23%
6,610
-6,838
88
$756K 0.23%
10,510
-180
89
$753K 0.23%
4,260
-98
90
$753K 0.23%
6,595
-112
91
$752K 0.23%
7,660
-151
92
$749K 0.22%
3,263
-60
93
$749K 0.22%
1,999
-33
94
$743K 0.22%
4,064
-2,041
95
$715K 0.21%
2,764
-53
96
$712K 0.21%
4,946
-551
97
$697K 0.21%
9,599
-179
98
$696K 0.21%
1,819
-37
99
$690K 0.21%
5,099
-83
100
$689K 0.21%
25,082
-454
2 3
4
5 6