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
$217M
AUM Growth
+$21.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
224
New
Increased
Reduced
Closed

Top Buys

1
+$8.92M
2
+$2M
3
+$1.24M
4
NFX
Newfield Exploration
NFX
+$1.18M
5
DD icon
DuPont de Nemours
DD
+$1.14M

Top Sells

1
+$4.3M
2
+$1.73M
3
+$1.69M
4
SHW icon
Sherwin-Williams
SHW
+$1.17M
5
ORCL icon
Oracle
ORCL
+$1.16M

Sector Composition

1 Financials 15.95%
2 Technology 11.57%
3 Healthcare 11.44%
4 Energy 9.78%
5 Industrials 8.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$837K 0.39%
9,351
+159
102
$810K 0.37%
5,248
-122
103
$804K 0.37%
+11,690
104
$802K 0.37%
9,478
-286
105
$800K 0.37%
14,773
-342
106
$800K 0.37%
19,914
-488
107
$792K 0.36%
24,764
-587
108
$789K 0.36%
10,223
-249
109
$785K 0.36%
21,853
-518
110
$783K 0.36%
20,343
-498
111
$783K 0.36%
7,988
-181
112
$783K 0.36%
32,760
-796
113
$776K 0.36%
22,544
-562
114
$774K 0.36%
6,934
-220
115
$761K 0.35%
+15,099
116
$754K 0.35%
24,194
-564
117
$742K 0.34%
8,526
-211
118
$727K 0.33%
4,520
-108
119
$721K 0.33%
8,509
-195
120
$714K 0.33%
+12,254
121
$709K 0.33%
3,788
-90
122
$686K 0.32%
+11,344
123
$671K 0.31%
8,951
-9,558
124
$653K 0.3%
6,403
-153
125
$648K 0.3%
+5,386
3 4
5
6 7