CIM
CIM Investment Management Portfolio holdings
AUM
$525M
This Quarter Return
+6.78%
1 Year Return
+18.97%
3 Year Return
+87.66%
5 Year Return
+127.31%
10 Year Return
+233.62%
AUM
$169M
AUM Growth
+$169M
(+0.2%)
Cap. Flow
-$7.18M
Cap. Flow
% of AUM
-4.25%
Top 10 Holdings %
Top 10 Hldgs %
23.74%
Holding
148
New
16
Increased
10
Reduced
19
Closed
15
Top Buys
| 1 |
SNDK
SANDISK CORP
SNDK
|
$1.4M |
| 2 |
Regeneron Pharmaceuticals
REGN
|
$1.35M |
| 3 |
AET
Aetna Inc
AET
|
$1.08M |
| 4 |
Sherwin-Williams
SHW
|
$1.07M |
| 5 |
Dollar General
DG
|
$985K |
Top Sells
| 1 |
iShares Core S&P 500 ETF
IVV
|
$6.83M |
| 2 |
ESRX
Express Scripts Holding Company
ESRX
|
$1.25M |
| 3 |
Target
TGT
|
$1.08M |
| 4 |
Qualcomm
QCOM
|
$968K |
| 5 |
UnitedHealth
UNH
|
$942K |
Sector Composition
| 1 | Financials | 16.45% |
| 2 | Technology | 10.72% |
| 3 | Healthcare | 10.3% |
| 4 | Energy | 10.03% |
| 5 | Industrials | 9.6% |
