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
$310M
AUM Growth
+$37.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
291
New
Increased
Reduced
Closed

Top Buys

1
+$2.35M
2
+$472K
3
+$279K
4
CYTK icon
Cytokinetics
CYTK
+$263K
5
COF icon
Capital One
COF
+$258K

Top Sells

1
+$339K
2
+$274K
3
+$254K
4
MHO icon
M/I Homes
MHO
+$245K
5
MRNA icon
Moderna
MRNA
+$217K

Sector Composition

1 Technology 18.36%
2 Healthcare 8.18%
3 Industrials 7.64%
4 Consumer Discretionary 7.27%
5 Communication Services 6.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$803K 0.26%
5,369
77
$791K 0.25%
15,656
78
$791K 0.25%
3,499
79
$786K 0.25%
15,315
80
$785K 0.25%
8,690
81
$762K 0.25%
2,946
-130
82
$761K 0.25%
9,106
83
$750K 0.24%
8,045
84
$742K 0.24%
5,981
85
$739K 0.24%
12,371
86
$733K 0.24%
2,545
87
$733K 0.24%
4,298
88
$724K 0.23%
2,862
89
$712K 0.23%
7,811
90
$712K 0.23%
12,309
91
$708K 0.23%
2,012
92
$697K 0.22%
1,806
93
$696K 0.22%
2,571
94
$692K 0.22%
15,869
95
$679K 0.22%
13,790
96
$677K 0.22%
5,570
97
$660K 0.21%
8,011
98
$656K 0.21%
16,972
99
$650K 0.21%
2,713
100
$648K 0.21%
8,128
2 3
4
5 6