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
$230M
AUM Growth
+$12M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
307
New
Increased
Reduced
Closed

Top Buys

1
+$10.8M
2
+$2.08M
3
+$1.52M
4
MCK icon
McKesson
MCK
+$1.5M
5
TRIP icon
TripAdvisor
TRIP
+$1.18M

Top Sells

1
+$2.02M
2
+$1.42M
3
+$1.36M
4
HD icon
Home Depot
HD
+$1.3M
5
KRFT
KRAFT FOODS GROUP INC COM STK (VA)
KRFT
+$1.29M

Sector Composition

1 Financials 14.58%
2 Healthcare 12.99%
3 Technology 10.91%
4 Industrials 8.38%
5 Energy 7.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$840K 0.36%
10,062
+270
102
$836K 0.36%
23,161
-1
103
$817K 0.35%
4,174
-421
104
$808K 0.35%
28,299
-28,299
105
$803K 0.35%
22,511
106
$800K 0.35%
13,187
107
$791K 0.34%
5,702
108
$791K 0.34%
30,392
109
$783K 0.34%
20,887
110
$779K 0.34%
8,878
111
$770K 0.33%
10,853
112
$768K 0.33%
+6,873
113
$761K 0.33%
13,125
+185
114
$755K 0.33%
39,821
115
$751K 0.33%
12,446
116
$747K 0.32%
9,482
117
$736K 0.32%
7,897
118
$731K 0.32%
11,124
+289
119
$718K 0.31%
12,258
120
$712K 0.31%
16,935
-16,948
121
$709K 0.31%
6,749
122
$707K 0.31%
+11,112
123
$698K 0.3%
15,754
124
$698K 0.3%
5,193
125
$691K 0.3%
11,098
3 4
5
6 7