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
$336M
AUM Growth
+$25.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
299
New
Increased
Reduced
Closed

Top Buys

1
+$2.26M
2
+$1.92M
3
+$1.89M
4
SBUX icon
Starbucks
SBUX
+$1.63M
5
FCX icon
Freeport-McMoran
FCX
+$897K

Top Sells

1
+$2.93M
2
+$1.94M
3
+$1.9M
4
MKTX icon
MarketAxess Holdings
MKTX
+$1.33M
5
TER icon
Teradyne
TER
+$881K

Sector Composition

1 Technology 18.6%
2 Industrials 7.91%
3 Healthcare 7.7%
4 Consumer Discretionary 7.08%
5 Financials 6.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$692K 0.21%
18,567
102
$688K 0.21%
1,895
103
$676K 0.2%
9,539
104
$670K 0.2%
9,106
105
$666K 0.2%
10,879
106
$660K 0.2%
+1,451
107
$654K 0.19%
2,566
108
$651K 0.19%
5,114
109
$635K 0.19%
2,946
110
$629K 0.19%
16,972
111
$626K 0.19%
5,508
112
$623K 0.19%
3,033
113
$597K 0.18%
8,914
114
$590K 0.18%
3,614
115
$576K 0.17%
4,313
116
$574K 0.17%
+2,694
117
$565K 0.17%
1,089
118
$562K 0.17%
4,261
119
$561K 0.17%
1,389
120
$554K 0.16%
36,062
+37
121
$551K 0.16%
17,257
122
$549K 0.16%
4,735
123
$546K 0.16%
2,207
124
$539K 0.16%
1,558
125
$537K 0.16%
2,525
3 4
5
6 7