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
$294M
AUM Growth
+$1.15M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
357
New
Increased
Reduced
Closed

Top Buys

1
+$4.12M
2
+$2M
3
+$1.53M
4
CPB icon
Campbell Soup
CPB
+$924K
5
ALB icon
Albemarle
ALB
+$848K

Top Sells

1
+$1.26M
2
+$1.05M
3
+$1.02M
4
EQCO.CL
Equity Commonwealth
EQCO.CL
+$1.02M
5
EA icon
Electronic Arts
EA
+$927K

Sector Composition

1 Financials 11.4%
2 Technology 9.42%
3 Healthcare 8.78%
4 Industrials 8.44%
5 Consumer Discretionary 7.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$741K 0.25%
8,378
102
$736K 0.25%
21,963
-486
103
$734K 0.25%
20,979
+6,205
104
$732K 0.25%
19,948
-497
105
$729K 0.25%
30,000
106
$726K 0.25%
37,361
107
$718K 0.24%
27,722
+9,186
108
$710K 0.24%
+24,818
109
$709K 0.24%
25,414
-631
110
$708K 0.24%
3,430
-79
111
$697K 0.24%
26,215
+12,139
112
$690K 0.23%
10,391
-258
113
$686K 0.23%
4,640
-114
114
$677K 0.23%
6,740
-180
115
$673K 0.23%
7,490
116
$665K 0.23%
16,350
117
$661K 0.23%
32,734
118
$661K 0.23%
8,208
-218
119
$633K 0.22%
1,515
-36
120
$632K 0.22%
9,755
-259
121
$630K 0.21%
12,061
+6,872
122
$627K 0.21%
2,855
-71
123
$627K 0.21%
12,778
124
$626K 0.21%
14,926
125
$623K 0.21%
18,787
-6,000
3 4
5
6 7