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
$254M
AUM Growth
+$29.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
259
New
Increased
Reduced
Closed

Top Buys

1
+$7.97M
2
+$2.76M
3
+$1.48M
4
OXY icon
Occidental Petroleum
OXY
+$688K
5
GNRC icon
Generac Holdings
GNRC
+$675K

Top Sells

1
+$887K
2
+$788K
3
+$720K
4
BMY icon
Bristol-Myers Squibb
BMY
+$718K
5
HON icon
Honeywell
HON
+$710K

Sector Composition

1 Technology 16.25%
2 Healthcare 8.06%
3 Consumer Discretionary 6.99%
4 Financials 6.86%
5 Industrials 6.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$673K 0.26%
59,075
-1,550
77
$667K 0.26%
8,154
-222
78
$666K 0.26%
7,828
-209
79
$661K 0.26%
15,066
-429
80
$656K 0.26%
5,217
-148
81
$651K 0.26%
2,478
-66
82
$645K 0.25%
4,866
+2,594
83
$644K 0.25%
8,571
-247
84
$639K 0.25%
15,414
-439
85
$633K 0.25%
6,818
-182
86
$631K 0.25%
1,816
-46
87
$631K 0.25%
2,946
-3,314
88
$628K 0.25%
4,142
-117
89
$615K 0.24%
5,432
-136
90
$608K 0.24%
2,181
-59
91
$605K 0.24%
7,782
-223
92
$602K 0.24%
1,754
-53
93
$602K 0.24%
2,507
-65
94
$597K 0.24%
4,988
-126
95
$590K 0.23%
5,371
-131
96
$586K 0.23%
4,965
-141
97
$571K 0.22%
3,828
-108
98
$568K 0.22%
4,015
-112
99
$558K 0.22%
6,945
-167
100
$557K 0.22%
2,420
+1,419
2 3
4
5 6