CIM
CIM Investment Management Portfolio holdings
AUM
$525M
1-Year Est. Return
18.97%
1 Year Est. Return
+18.97%
AUM
$525M
AUM Growth
+$86.9M
(+20%)
Holding
254
Top Buys
| 1 | +$16M | |
| 2 | +$11.1M | |
| 3 | +$11M | |
| 4 |
Amazon
AMZN
|
+$5.82M |
| 5 |
Meta Platforms (Facebook)
META
|
+$5.76M |
Top Sells
| 1 | +$83.4M | |
| 2 | +$18.3M | |
| 3 | +$12.3M | |
| 4 |
iShares Core MSCI EAFE ETF
IEFA
|
+$9.39M |
| 5 |
iShares MSCI EAFE ETF
EFA
|
+$5.13M |
Sector Composition
| 1 | Technology | 26.86% |
| 2 | Communication Services | 8.77% |
| 3 | Financials | 7.99% |
| 4 | Industrials | 7.57% |
| 5 | Consumer Discretionary | 7.03% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
126
Elevance Health
ELV
$79.7B
| $808K | 0.15% |
2,133
+1,065
|
|
||
127
Biogen
BIIB
$21.5B
| $803K | 0.15% |
5,764
+2,877
|
|
||
128
Under Armour
UAA
$2.03B
| $796K | 0.15% |
116,569
-805
|
|
||
129
HealthEquity
HQY
$8.02B
| $786K | 0.15% |
7,834
+3,927
|
|
||
130
Electronic Arts
EA
$50B
| $785K | 0.15% |
5,128
+2,560
|
|
||
131
Corteva
CTVA
$42.1B
| $773K | 0.15% |
11,760
+5,868
|
|
||
132
Edwards Lifesciences
EW
$44.2B
| $771K | 0.15% |
10,123
+5,053
|
|
||
133
Pool Corp
POOL
$11B
| $768K | 0.15% |
2,428
+1,212
|
|
||
134
Mercury Systems
MRCY
$4.62B
| $757K | 0.14% |
15,827
+7,943
|
|
||
135
Capital One
COF
$137B
| $751K | 0.14% |
3,841
+1,916
|
|
||
136
BlackLine
BL
$3.24B
| $749K | 0.14% |
12,751
+6,399
|
|
||
137
Advanced Energy
AEIS
$7.45B
| $739K | 0.14% |
5,966
+2,994
|
|
||
138
Fidelity National Information Services
FIS
$35.5B
| $739K | 0.14% |
9,112
+4,548
|
|
||
139
Duke Energy
DUK
$100B
| $734K | 0.14% |
6,508
+3,249
|
|
||
140
UnitedHealth
UNH
$330B
| $733K | 0.14% |
2,350
-11
|
|
||
141
DuPont de Nemours
DD
$33.9B
| $732K | 0.14% |
10,103
+5,041
|
|
||
142
Medpace
MEDP
$15.3B
| $712K | 0.14% |
2,202
+1,105
|
|
||
143
Wells Fargo
WFC
$271B
| $706K | 0.13% |
8,811
-40
|
|
||
144
Wynn Resorts
WYNN
$12.7B
| $700K | 0.13% |
7,473
-31
|
|
||
145
Archer Daniels Midland
ADM
$30.4B
| $698K | 0.13% |
13,508
+6,743
|
|
||
146
Gilead Sciences
GILD
$153B
| $663K | 0.13% |
6,599
+3,712
|
|
||
147
Comcast
CMCSA
$109B
| $655K | 0.12% |
17,885
+8,926
|
|
||
148
Intel
INTC
$181B
| $646K | 0.12% |
30,455
+15,200
|
|
||
149
Albany International
AIN
$1.7B
| $644K | 0.12% |
8,576
+4,304
|
|
||
150
Masco
MAS
$14.4B
| $643K | 0.12% |
9,383
+4,682
|
|