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
$207M
AUM Growth
-$20.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
287
New
Increased
Reduced
Closed

Top Buys

1
+$2.14M
2
+$1.36M
3
+$1.28M
4
CI icon
Cigna
CI
+$1.2M
5
PYPL icon
PayPal
PYPL
+$912K

Top Sells

1
+$2.53M
2
+$2.25M
3
+$1.81M
4
XOM icon
Exxon Mobil
XOM
+$1.32M
5
IBM icon
IBM
IBM
+$1.12M

Sector Composition

1 Financials 15.24%
2 Healthcare 12.72%
3 Technology 10.37%
4 Consumer Discretionary 8.37%
5 Communication Services 7.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$734K 0.35%
8,928
-8,935
102
$733K 0.35%
10,184
103
$726K 0.35%
+16,172
104
$719K 0.35%
+57,490
105
$717K 0.35%
8,628
-8,633
106
$709K 0.34%
4,815
107
$704K 0.34%
33,225
-32,187
108
$704K 0.34%
7,897
109
$704K 0.34%
15,754
110
$696K 0.34%
6,806
111
$692K 0.33%
10,774
112
$691K 0.33%
13,246
113
$690K 0.33%
2,366
+62
114
$688K 0.33%
9,482
115
$674K 0.33%
44,994
116
$669K 0.32%
10,062
117
$664K 0.32%
12,195
118
$637K 0.31%
18,006
119
$630K 0.3%
5,153
120
$621K 0.3%
15,431
121
$619K 0.3%
5,702
122
$605K 0.29%
+7,189
123
$566K 0.27%
13,107
124
$561K 0.27%
10,324
125
$556K 0.27%
+4,298
3 4
5
6 7