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
$273M
AUM Growth
+$13.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
349
New
Increased
Reduced
Closed

Top Buys

1
+$1.17M
2
+$1.1M
3
+$1.05M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$1.03M
5
MSFT icon
Microsoft
MSFT
+$766K

Top Sells

1
+$1.15M
2
+$1.04M
3
+$910K
4
JCI icon
Johnson Controls International
JCI
+$852K
5
CERN
Cerner Corp
CERN
+$850K

Sector Composition

1 Financials 11.76%
2 Technology 10.46%
3 Healthcare 9.24%
4 Industrials 8.69%
5 Consumer Discretionary 6.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$600K 0.22%
5,925
+226
102
$599K 0.22%
3,443
+137
103
$597K 0.22%
14,114
+513
104
$596K 0.22%
4,575
+172
105
$590K 0.22%
13,184
-259
106
$588K 0.22%
10,314
+371
107
$588K 0.22%
7,178
+293
108
$587K 0.21%
9,656
-197
109
$585K 0.21%
4,470
+246
110
$582K 0.21%
9,750
+1,842
111
$578K 0.21%
6,677
-142
112
$570K 0.21%
1,569
+53
113
$560K 0.2%
+16,488
114
$557K 0.2%
6,428
+255
115
$554K 0.2%
17,684
+745
116
$549K 0.2%
+8,897
117
$548K 0.2%
+8,652
118
$545K 0.2%
9,859
+403
119
$542K 0.2%
8,545
+327
120
$536K 0.2%
13,858
-287
121
$525K 0.19%
14,499
-301
122
$523K 0.19%
27,136
-559
123
$523K 0.19%
14,329
-300
124
$521K 0.19%
4,408
+158
125
$519K 0.19%
10,225
-5,360
3 4
5
6 7