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
$248M
AUM Growth
+$43.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
273
New
Increased
Reduced
Closed

Top Buys

1
+$2.52M
2
+$1.69M
3
+$1.11M
4
BMY icon
Bristol-Myers Squibb
BMY
+$884K
5
RTX icon
RTX Corp
RTX
+$863K

Top Sells

1
+$16.3M
2
+$1.38M
3
+$1.3M
4
MKTX icon
MarketAxess Holdings
MKTX
+$1.13M
5
PYPL icon
PayPal
PYPL
+$1.04M

Sector Composition

1 Technology 11.48%
2 Healthcare 10.05%
3 Financials 8.39%
4 Communication Services 6.69%
5 Consumer Staples 6.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$538K 0.22%
6,195
102
$522K 0.21%
12,314
103
$518K 0.21%
8,099
104
$513K 0.21%
14,048
105
$485K 0.2%
8,543
+536
106
$484K 0.19%
+1,196
107
$479K 0.19%
+13,631
108
$478K 0.19%
41,295
109
$477K 0.19%
9,203
110
$473K 0.19%
+7,872
111
$470K 0.19%
3,253
112
$460K 0.19%
7,079
113
$460K 0.19%
5,984
-5,992
114
$449K 0.18%
30,210
115
$445K 0.18%
7,169
116
$442K 0.18%
7,021
+2,588
117
$436K 0.18%
4,888
118
$434K 0.17%
+6,600
119
$432K 0.17%
11,554
120
$427K 0.17%
2,223
121
$423K 0.17%
+11,757
122
$419K 0.17%
6,756
123
$414K 0.17%
6,930
124
$413K 0.17%
+3,389
125
$408K 0.16%
+17,207
3 4
5
6 7