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
$291M
AUM Growth
+$16.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
379
New
Increased
Reduced
Closed

Top Buys

1
+$7.25M
2
+$2.11M
3
+$1.59M
4
CHK
Chesapeake Energy Corporation
CHK
+$1.06M
5
REGN icon
Regeneron Pharmaceuticals
REGN
+$978K

Top Sells

1
+$1.8M
2
+$1.3M
3
+$1.19M
4
SBUX icon
Starbucks
SBUX
+$977K
5
CI icon
Cigna
CI
+$944K

Sector Composition

1 Financials 11.72%
2 Technology 10.8%
3 Healthcare 9.4%
4 Industrials 7.84%
5 Consumer Discretionary 7.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$674K 0.23%
13,831
-1,299
102
$671K 0.23%
5,172
-479
103
$671K 0.23%
6,880
-642
104
$666K 0.23%
2,117
105
$664K 0.23%
28,184
-2,656
106
$660K 0.23%
+242,280
107
$657K 0.23%
8,931
108
$650K 0.22%
13,389
109
$647K 0.22%
11,601
-1,092
110
$647K 0.22%
+43,263
111
$643K 0.22%
13,070
-1,299
112
$639K 0.22%
13,551
113
$636K 0.22%
11,560
114
$633K 0.22%
8,063
-703
115
$626K 0.22%
18,408
-1,996
116
$619K 0.21%
10,793
-1,013
117
$617K 0.21%
4,020
-348
118
$617K 0.21%
8,450
119
$611K 0.21%
13,410
120
$610K 0.21%
15,656
121
$609K 0.21%
+14,454
122
$607K 0.21%
3,799
123
$603K 0.21%
4,970
-463
124
$596K 0.2%
+51,220
125
$595K 0.2%
7,878
+4,588
3 4
5
6 7