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
$241M
AUM Growth
-$55.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
265
New
Increased
Reduced
Closed

Top Buys

1
+$3.62M
2
+$1.31M
3
+$1.24M
4
CMI icon
Cummins
CMI
+$992K
5
PWR icon
Quanta Services
PWR
+$875K

Top Sells

1
+$1.02M
2
+$980K
3
+$839K
4
AAPL icon
Apple
AAPL
+$816K
5
MSFT icon
Microsoft
MSFT
+$782K

Sector Composition

1 Technology 16.63%
2 Healthcare 8.4%
3 Consumer Discretionary 7.93%
4 Industrials 7.37%
5 Communication Services 7.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$543K 0.23%
2,202
-67
102
$537K 0.22%
1,807
-10
103
$526K 0.22%
1,090
-6
104
$516K 0.21%
2,214
-12
105
$510K 0.21%
+37,976
106
$486K 0.2%
3,610
-20
107
$459K 0.19%
5,106
-28
108
$459K 0.19%
960
-985
109
$458K 0.19%
12,301
-69
110
$450K 0.19%
1,528
-7
111
$448K 0.19%
1,403
-7
112
$448K 0.19%
2,566
-13
113
$448K 0.19%
4,139
-23
114
$447K 0.19%
6,855
-34
115
$447K 0.19%
4,256
-24
116
$445K 0.18%
11,836
+2,973
117
$445K 0.18%
10,450
-50
118
$441K 0.18%
4,637
-42
119
$438K 0.18%
1,713
-9
120
$436K 0.18%
4,235
+913
121
$433K 0.18%
8,502
122
$432K 0.18%
2,572
-12
123
$427K 0.18%
16,560
-83
124
$426K 0.18%
4,650
-25
125
$415K 0.17%
+5,568
3 4
5
6 7