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
$270M
AUM Growth
+$16.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
280
New
Increased
Reduced
Closed

Top Buys

1
+$1.03M
2
+$1.03M
3
+$916K
4
STZ icon
Constellation Brands
STZ
+$893K
5
WYNN icon
Wynn Resorts
WYNN
+$890K

Top Sells

1
+$7.97M
2
+$4.21M
3
+$1.48M
4
MSFT icon
Microsoft
MSFT
+$1.19M
5
AMZN icon
Amazon
AMZN
+$979K

Sector Composition

1 Technology 17.23%
2 Healthcare 8.84%
3 Consumer Discretionary 7.33%
4 Industrials 7.33%
5 Communication Services 6.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$758K 0.28%
5,961
+293
77
$749K 0.28%
18,357
+9,686
78
$733K 0.27%
5,485
+268
79
$728K 0.27%
9,029
+458
80
$727K 0.27%
15,841
+775
81
$721K 0.27%
8,210
+382
82
$719K 0.27%
16,206
+792
83
$715K 0.26%
2,317
+116
84
$711K 0.26%
2,052
+91
85
$707K 0.26%
6,088
+656
86
$694K 0.26%
3,575
+179
87
$692K 0.26%
4,656
+514
88
$692K 0.26%
9,109
-1,129
89
$691K 0.26%
2,620
+113
90
$687K 0.25%
+11,079
91
$686K 0.25%
1,997
+88
92
$667K 0.25%
2,919
+134
93
$660K 0.24%
8,184
+402
94
$629K 0.23%
12,576
+616
95
$627K 0.23%
2,594
+116
96
$606K 0.22%
+2,371
97
$604K 0.22%
1,847
+93
98
$596K 0.22%
16,247
+743
99
$592K 0.22%
3,099
+153
100
$585K 0.22%
38,768
+1,776
2 3
4
5 6