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
$293M
AUM Growth
+$17.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
339
New
Increased
Reduced
Closed

Top Buys

1
+$3.64M
2
+$1.57M
3
+$1.36M
4
JNJ icon
Johnson & Johnson
JNJ
+$1.3M
5
PEP icon
PepsiCo
PEP
+$1.29M

Top Sells

1
+$1.72M
2
+$1.63M
3
+$1.37M
4
AMZN icon
Amazon
AMZN
+$1.21M
5
ABT icon
Abbott
ABT
+$1.17M

Sector Composition

1 Financials 11.91%
2 Technology 9.89%
3 Industrials 9.01%
4 Healthcare 7.98%
5 Consumer Discretionary 6.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$749K 0.26%
1,520
+676
102
$744K 0.25%
6,920
-115
103
$717K 0.25%
10,045
-155
104
$706K 0.24%
20,445
-319
105
$703K 0.24%
1,551
-22
106
$700K 0.24%
7,529
-113
107
$691K 0.24%
5,895
-87
108
$691K 0.24%
+3,680
109
$689K 0.24%
3,124
-50
110
$675K 0.23%
10,014
-161
111
$673K 0.23%
8,306
-122
112
$671K 0.23%
13,533
-217
113
$670K 0.23%
+8,378
114
$666K 0.23%
10,649
-162
115
$666K 0.23%
3,509
-50
116
$661K 0.23%
7,490
-164
117
$659K 0.23%
12,778
-239
118
$658K 0.22%
2,926
-45
119
$658K 0.22%
54,371
-630
120
$648K 0.22%
14,926
-250
121
$646K 0.22%
816
-13
122
$645K 0.22%
9,802
-162
123
$643K 0.22%
32,734
-333
124
$640K 0.22%
3,717
-108
125
$634K 0.22%
+16,350
3 4
5
6 7