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
$228M
AUM Growth
-$2.73M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
299
New
Increased
Reduced
Closed

Top Buys

1
+$1.09M
2
+$1.07M
3
+$1.05M
4
VTRS icon
Viatris
VTRS
+$1.05M
5
STJ
St Jude Medical
STJ
+$934K

Top Sells

1
+$1.53M
2
+$1.13M
3
+$1.07M
4
CI icon
Cigna
CI
+$924K
5
MSFT icon
Microsoft
MSFT
+$920K

Sector Composition

1 Financials 13.96%
2 Healthcare 13.39%
3 Technology 10.75%
4 Industrials 8.26%
5 Energy 7.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$844K 0.37%
6,089
-200
102
$841K 0.37%
15,869
103
$834K 0.37%
9,482
104
$833K 0.37%
+4,815
105
$819K 0.36%
12,195
-63
106
$819K 0.36%
22,584
-120
107
$816K 0.36%
10,062
108
$788K 0.35%
16,599
109
$779K 0.34%
23,539
110
$777K 0.34%
6,806
-6,206
111
$776K 0.34%
18,006
-19,387
112
$755K 0.33%
7,897
113
$748K 0.33%
5,702
114
$745K 0.33%
30,392
115
$741K 0.33%
39,821
116
$740K 0.33%
12,446
117
$725K 0.32%
13,063
-124
118
$719K 0.32%
+10,184
119
$708K 0.31%
10,774
-79
120
$682K 0.3%
11,098
121
$669K 0.29%
5,153
-40
122
$660K 0.29%
15,754
123
$651K 0.29%
6,749
124
$650K 0.29%
16,935
125
$601K 0.26%
10,324
-788
3 4
5
6 7