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
$217M
AUM Growth
+$21.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
224
New
Increased
Reduced
Closed

Top Buys

1
+$8.92M
2
+$2M
3
+$1.24M
4
NFX
Newfield Exploration
NFX
+$1.18M
5
DD icon
DuPont de Nemours
DD
+$1.14M

Top Sells

1
+$4.3M
2
+$1.73M
3
+$1.69M
4
SHW icon
Sherwin-Williams
SHW
+$1.17M
5
ORCL icon
Oracle
ORCL
+$1.16M

Sector Composition

1 Financials 15.95%
2 Technology 11.57%
3 Healthcare 11.44%
4 Energy 9.78%
5 Industrials 8.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$621K 0.29%
+11,442
127
$609K 0.28%
6,675
-211
128
$609K 0.28%
5,357
-122
129
$547K 0.25%
+17,130
130
$532K 0.24%
16,097
-395
131
$501K 0.23%
+4,700
132
$492K 0.23%
+12,723
133
$488K 0.22%
6,885
134
$477K 0.22%
20,359
-828
135
$477K 0.22%
12,930
-288
136
$434K 0.2%
+9,342
137
$431K 0.2%
+6,448
138
$407K 0.19%
+5,347
139
$395K 0.18%
22,560
+5,826
140
$388K 0.18%
+6,725
141
$385K 0.18%
+28,891
142
$372K 0.17%
50,723
+39,425
143
$370K 0.17%
+4,240
144
$364K 0.17%
+7,748
145
$360K 0.17%
+7,071
146
$355K 0.16%
+2,625
147
$349K 0.16%
+15,290
148
$343K 0.16%
+22,340
149
$339K 0.16%
+2,720
150
$338K 0.16%
+5,054
4 5
6
7 8