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
$336M
AUM Growth
+$25.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
299
New
Increased
Reduced
Closed

Top Buys

1
+$2.26M
2
+$1.92M
3
+$1.89M
4
SBUX icon
Starbucks
SBUX
+$1.63M
5
FCX icon
Freeport-McMoran
FCX
+$897K

Top Sells

1
+$2.93M
2
+$1.94M
3
+$1.9M
4
MKTX icon
MarketAxess Holdings
MKTX
+$1.33M
5
TER icon
Teradyne
TER
+$881K

Sector Composition

1 Technology 18.6%
2 Industrials 7.91%
3 Healthcare 7.7%
4 Consumer Discretionary 7.08%
5 Financials 6.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$838K 0.25%
15,869
77
$831K 0.25%
15,315
78
$830K 0.25%
5,981
79
$829K 0.25%
2,862
80
$820K 0.24%
24,701
81
$820K 0.24%
3,974
82
$804K 0.24%
12,371
83
$799K 0.24%
2,713
84
$799K 0.24%
7,811
85
$796K 0.24%
2,012
86
$789K 0.24%
8,891
87
$781K 0.23%
15,656
88
$778K 0.23%
5,369
89
$758K 0.23%
8,045
90
$754K 0.22%
1,806
91
$749K 0.22%
4,298
92
$732K 0.22%
8,128
93
$730K 0.22%
2,425
94
$724K 0.22%
2,545
95
$722K 0.22%
15,928
96
$721K 0.21%
6,866
97
$720K 0.21%
5,570
98
$713K 0.21%
13,790
99
$703K 0.21%
15,920
-14,610
100
$698K 0.21%
8,011
2 3
4
5 6