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
$273M
AUM Growth
-$20.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
297
New
Increased
Reduced
Closed

Top Buys

1
+$715K
2
+$673K
3
+$648K
4
CL icon
Colgate-Palmolive
CL
+$578K
5
WMT icon
Walmart
WMT
+$545K

Top Sells

1
+$4.76M
2
+$1.38M
3
+$1.08M
4
AKAM icon
Akamai
AKAM
+$975K
5
UBER icon
Uber
UBER
+$759K

Sector Composition

1 Technology 17.64%
2 Healthcare 8.73%
3 Consumer Discretionary 7.5%
4 Industrials 7.39%
5 Communication Services 6.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$584K 0.21%
1,806
-45
102
$578K 0.21%
+8,128
103
$571K 0.21%
2,207
-52
104
$560K 0.21%
3,033
-73
105
$558K 0.2%
5,981
-119
106
$552K 0.2%
671
-11
107
$552K 0.2%
15,510
-372
108
$552K 0.2%
4,127
-101
109
$550K 0.2%
3,974
-87
110
$533K 0.2%
5,508
-117
111
$533K 0.2%
2,566
-59
112
$528K 0.19%
7,001
-168
113
$525K 0.19%
15,928
-349
114
$525K 0.19%
3,017
-67
115
$521K 0.19%
8,914
-216
116
$521K 0.19%
6,866
-151
117
$518K 0.19%
6,236
-147
118
$506K 0.19%
3,614
-86
119
$498K 0.18%
4,313
-94
120
$478K 0.18%
4,261
-103
121
$474K 0.17%
1,089
-26
122
$461K 0.17%
36,025
-851
123
$459K 0.17%
7,865
-163
124
$450K 0.16%
4,747
-114
125
$449K 0.16%
10,022
-182
3 4
5
6 7