CIM

CIM Investment Management Portfolio holdings

AUM $525M
1-Year Est. Return 18.97%
This Quarter Est. Return
1 Year Est. Return
+18.97%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$169M
AUM Growth
+$342K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
148
New
Increased
Reduced
Closed

Top Buys

1
+$1.4M
2
+$1.35M
3
+$1.08M
4
SHW icon
Sherwin-Williams
SHW
+$1.07M
5
DG icon
Dollar General
DG
+$985K

Top Sells

1
+$6.83M
2
+$1.25M
3
+$1.08M
4
QCOM icon
Qualcomm
QCOM
+$968K
5
UNH icon
UnitedHealth
UNH
+$942K

Sector Composition

1 Financials 16.45%
2 Technology 10.72%
3 Healthcare 10.3%
4 Energy 10.03%
5 Industrials 9.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$293K 0.17%
1,133
127
$238K 0.14%
5,241
128
$202K 0.12%
6,120
129
$125K 0.07%
11,124
-1,450
130
$96K 0.06%
14,710
131
$86K 0.05%
+13,920
132
$85K 0.05%
12,815
-1,670
133
$66K 0.04%
+2,300
134
– –
-15,669
135
– –
-14,380
136
– –
-9,101
137
– –
-23,904
138
– –
-27,833
139
– –
-20,226
140
– –
-23,386
141
– –
-18,865
142
– –
-17,822
143
– –
-10,454
144
– –
-6,176
145
– –
-23,801
146
– –
-16,003
147
– –
-15,686
148
– –
-1,822
2 3 4 5
6