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
$273M
AUM Growth
-$20.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
297
New
Increased
Reduced
Closed

Top Buys

1
+$715K
2
+$673K
3
+$648K
4
CL icon
Colgate-Palmolive
CL
+$578K
5
WMT icon
Walmart
WMT
+$545K

Top Sells

1
+$4.76M
2
+$1.38M
3
+$1.08M
4
AKAM icon
Akamai
AKAM
+$975K
5
UBER icon
Uber
UBER
+$759K

Sector Composition

1 Technology 17.64%
2 Healthcare 8.73%
3 Consumer Discretionary 7.5%
4 Industrials 7.39%
5 Communication Services 6.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$755K 0.28%
2,012
-45
77
$748K 0.27%
2,614
-47
78
$728K 0.27%
3,499
-85
79
$722K 0.26%
7,811
-161
80
$720K 0.26%
1,288
-1,935
81
$704K 0.26%
8,690
-210
82
$700K 0.26%
15,869
-382
83
$697K 0.26%
5,369
-130
84
$696K 0.25%
8,891
-226
85
$689K 0.25%
16,972
-415
86
$684K 0.25%
2,545
-55
87
$683K 0.25%
4,298
-95
88
$673K 0.25%
+5,570
89
$657K 0.24%
8,045
-184
90
$656K 0.24%
10,460
-220
91
$650K 0.24%
12,309
-298
92
$645K 0.24%
1,406
-30
93
$632K 0.23%
2,571
-54
94
$632K 0.23%
13,790
-284
95
$628K 0.23%
8,011
-194
96
$620K 0.23%
2,713
-2,536
97
$613K 0.22%
5,114
-124
98
$609K 0.22%
10,879
-222
99
$598K 0.22%
18,024
-370
100
$590K 0.22%
1,646
-38
2 3
4
5 6