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
$334M
AUM Growth
+$16.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
321
New
Increased
Reduced
Closed

Top Buys

1
+$1.5M
2
+$1.08M
3
+$900K
4
TMO icon
Thermo Fisher Scientific
TMO
+$872K
5
EQIX icon
Equinix
EQIX
+$652K

Top Sells

1
+$1.91M
2
+$1.81M
3
+$1.24M
4
HD icon
Home Depot
HD
+$1.05M
5
MSFT icon
Microsoft
MSFT
+$1.01M

Sector Composition

1 Technology 17.14%
2 Healthcare 9.07%
3 Consumer Discretionary 8.64%
4 Financials 8.45%
5 Communication Services 7.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$680K 0.2%
3,520
-71
102
$671K 0.2%
10,481
-210
103
$671K 0.2%
1,062
-19
104
$667K 0.2%
2,582
-2,680
105
$665K 0.2%
2,587
-42
106
$662K 0.2%
16,838
-312
107
$659K 0.2%
9,653
-179
108
$654K 0.2%
2,682
-60
109
$648K 0.19%
9,480
+3,850
110
$642K 0.19%
8,552
-151
111
$634K 0.19%
5,892
-115
112
$634K 0.19%
6,897
-122
113
$633K 0.19%
12,174
-237
114
$628K 0.19%
6,245
-3,286
115
$628K 0.19%
26,688
-402
116
$622K 0.19%
3,092
-62
117
$619K 0.19%
4,167
-82
118
$615K 0.18%
32,369
+197
119
$612K 0.18%
2,934
-52
120
$611K 0.18%
2,602
+317
121
$607K 0.18%
4,683
-83
122
$607K 0.18%
+1,412
123
$607K 0.18%
3,029
-60
124
$604K 0.18%
7,192
125
$593K 0.18%
12,297
-237
3 4
5
6 7