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
$270M
AUM Growth
+$16.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
280
New
Increased
Reduced
Closed

Top Buys

1
+$1.03M
2
+$1.03M
3
+$916K
4
STZ icon
Constellation Brands
STZ
+$893K
5
WYNN icon
Wynn Resorts
WYNN
+$890K

Top Sells

1
+$7.97M
2
+$4.21M
3
+$1.48M
4
MSFT icon
Microsoft
MSFT
+$1.19M
5
AMZN icon
Amazon
AMZN
+$979K

Sector Composition

1 Technology 17.23%
2 Healthcare 8.84%
3 Consumer Discretionary 7.33%
4 Industrials 7.33%
5 Communication Services 6.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$575K 0.21%
14,310
+494
102
$572K 0.21%
1,433
+64
103
$570K 0.21%
7,154
+336
104
$570K 0.21%
6,559
+226
105
$568K 0.21%
5,613
+242
106
$565K 0.21%
10,660
+450
107
$562K 0.21%
4,353
+215
108
$559K 0.21%
680
+112
109
$558K 0.21%
2,253
+110
110
$557K 0.21%
4,219
+204
111
$543K 0.2%
36,796
-33,412
112
$535K 0.2%
3,691
+180
113
$532K 0.2%
13,257
+455
114
$524K 0.19%
2,619
+121
115
$523K 0.19%
7,243
+298
116
$518K 0.19%
5,226
+261
117
$512K 0.19%
+3,077
118
$512K 0.19%
1,113
+54
119
$511K 0.19%
+8,697
120
$504K 0.19%
17,326
+872
121
$503K 0.19%
12,939
+595
122
$498K 0.18%
4,052
+179
123
$496K 0.18%
5,176
+211
124
$466K 0.17%
24,189
+1,149
125
$466K 0.17%
1,557
+64
3 4
5
6 7