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
$254M
AUM Growth
+$29.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
259
New
Increased
Reduced
Closed

Top Buys

1
+$7.97M
2
+$2.76M
3
+$1.48M
4
OXY icon
Occidental Petroleum
OXY
+$688K
5
GNRC icon
Generac Holdings
GNRC
+$675K

Top Sells

1
+$887K
2
+$788K
3
+$720K
4
BMY icon
Bristol-Myers Squibb
BMY
+$718K
5
HON icon
Honeywell
HON
+$710K

Sector Composition

1 Technology 16.25%
2 Healthcare 8.06%
3 Consumer Discretionary 6.99%
4 Financials 6.86%
5 Industrials 6.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$553K 0.22%
11,960
-341
102
$552K 0.22%
18,580
-509
103
$545K 0.21%
2,143
-59
104
$543K 0.21%
1,059
-31
105
$541K 0.21%
16,454
-18,649
106
$528K 0.21%
4,138
-118
107
$522K 0.21%
15,504
-405
108
$516K 0.2%
1,369
-34
109
$516K 0.2%
16,796
-442
110
$510K 0.2%
935
-25
111
$500K 0.2%
2,157
-57
112
$499K 0.2%
7,151
-172
113
$498K 0.2%
2,498
-68
114
$492K 0.19%
3,511
-99
115
$489K 0.19%
1,493
-35
116
$486K 0.19%
+12,344
117
$482K 0.19%
2,785
-72
118
$481K 0.19%
9,707
-240
119
$476K 0.19%
10,298
120
$470K 0.19%
3,175
121
$468K 0.18%
6,333
122
$465K 0.18%
12,802
123
$462K 0.18%
1,961
+924
124
$446K 0.18%
39,417
125
$444K 0.17%
8,671
-9,145
3 4
5
6 7