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
$308M
AUM Growth
+$44.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
309
New
Increased
Reduced
Closed

Top Buys

1
+$2.95M
2
+$1.36M
3
+$1.07M
4
MA icon
Mastercard
MA
+$916K
5
DXCM icon
DexCom
DXCM
+$847K

Top Sells

1
+$3.34M
2
+$1.63M
3
+$883K
4
TMO icon
Thermo Fisher Scientific
TMO
+$839K
5
CF icon
CF Industries
CF
+$806K

Sector Composition

1 Technology 12.81%
2 Healthcare 10.34%
3 Financials 9.33%
4 Industrials 6.77%
5 Consumer Discretionary 6.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$595K 0.19%
3,905
-4,039
102
$593K 0.19%
7,687
-113
103
$592K 0.19%
+33,241
104
$590K 0.19%
5,508
-78
105
$586K 0.19%
5,426
-89
106
$554K 0.18%
18,389
-21,014
107
$553K 0.18%
+1,145
108
$553K 0.18%
6,038
-95
109
$551K 0.18%
+5,524
110
$550K 0.18%
8,958
-146
111
$545K 0.18%
6,941
-7,155
112
$541K 0.18%
+3,187
113
$530K 0.17%
6,590
-98
114
$525K 0.17%
+13,562
115
$519K 0.17%
3,982
-62
116
$514K 0.17%
1,447
-20
117
$513K 0.17%
3,713
118
$507K 0.16%
21,879
119
$504K 0.16%
17,461
120
$501K 0.16%
2,171
-31
121
$495K 0.16%
7,124
122
$495K 0.16%
7,480
-106
123
$493K 0.16%
28,700
-29,593
124
$492K 0.16%
31,717
+7,037
125
$490K 0.16%
5,905
+1,367
3 4
5
6 7