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
$263M
AUM Growth
+$15.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
290
New
Increased
Reduced
Closed

Top Buys

1
+$1.63M
2
+$1.2M
3
+$1.03M
4
CRM icon
Salesforce
CRM
+$981K
5
BAX icon
Baxter International
BAX
+$785K

Top Sells

1
+$2.64M
2
+$970K
3
+$948K
4
NVDA icon
NVIDIA
NVDA
+$946K
5
CMCSA icon
Comcast
CMCSA
+$822K

Sector Composition

1 Technology 13.58%
2 Healthcare 9.85%
3 Financials 8.48%
4 Communication Services 6.97%
5 Consumer Discretionary 6.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$531K 0.2%
8,018
-81
102
$530K 0.2%
3,219
-34
103
$521K 0.2%
4,552
-4,231
104
$519K 0.2%
6,573
-841
105
$517K 0.2%
13,897
-151
106
$515K 0.2%
13,484
-147
107
$504K 0.19%
5,515
-468
108
$494K 0.19%
9,104
-99
109
$493K 0.19%
8,641
+125
110
$490K 0.19%
2,202
-21
111
$489K 0.19%
5,586
-54
112
$486K 0.18%
2,941
-34
113
$480K 0.18%
3,713
+1,533
114
$472K 0.18%
7,124
+103
115
$465K 0.18%
+4,105
116
$463K 0.18%
25,580
-277
117
$451K 0.17%
+6,008
118
$439K 0.17%
6,688
-68
119
$439K 0.17%
14,563
+3,877
120
$438K 0.17%
12,190
-124
121
$432K 0.16%
6,133
-467
122
$432K 0.16%
+11,054
123
$430K 0.16%
7,097
-72
124
$424K 0.16%
29,881
-329
125
$412K 0.16%
11,364
-110
3 4
5
6 7