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
$241M
AUM Growth
-$55.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
265
New
Increased
Reduced
Closed

Top Buys

1
+$3.62M
2
+$1.31M
3
+$1.24M
4
CMI icon
Cummins
CMI
+$992K
5
PWR icon
Quanta Services
PWR
+$875K

Top Sells

1
+$1.02M
2
+$980K
3
+$839K
4
AAPL icon
Apple
AAPL
+$816K
5
MSFT icon
Microsoft
MSFT
+$782K

Sector Composition

1 Technology 16.63%
2 Healthcare 8.4%
3 Consumer Discretionary 7.93%
4 Industrials 7.37%
5 Communication Services 7.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$663K 0.28%
56,819
-198
77
$662K 0.27%
2,211
-12
78
$661K 0.27%
15,853
-87
79
$660K 0.27%
20,790
-103
80
$660K 0.27%
4,295
-22
81
$639K 0.27%
4,417
-24
82
$636K 0.26%
5,189
-27
83
$635K 0.26%
1,957
-1,991
84
$629K 0.26%
11,375
-58
85
$619K 0.26%
2,544
-13
86
$619K 0.26%
2,267
-5
87
$613K 0.25%
5,365
-30
88
$612K 0.25%
4,259
-4,746
89
$611K 0.25%
8,037
-42
90
$605K 0.25%
+7,323
91
$598K 0.25%
5,502
-27
92
$587K 0.24%
1,862
-1,883
93
$581K 0.24%
19,089
-100
94
$573K 0.24%
2,240
-12
95
$570K 0.24%
7,456
-7,556
96
$558K 0.23%
+7,989
97
$556K 0.23%
3,936
-22
98
$551K 0.23%
8,065
-44
99
$549K 0.23%
3,587
-19
100
$543K 0.23%
+7,000
2 3
4
5 6