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
$230M
AUM Growth
+$12M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
307
New
Increased
Reduced
Closed

Top Buys

1
+$10.8M
2
+$2.08M
3
+$1.52M
4
MCK icon
McKesson
MCK
+$1.5M
5
TRIP icon
TripAdvisor
TRIP
+$1.18M

Top Sells

1
+$2.02M
2
+$1.42M
3
+$1.36M
4
HD icon
Home Depot
HD
+$1.3M
5
KRFT
KRAFT FOODS GROUP INC COM STK (VA)
KRFT
+$1.29M

Sector Composition

1 Financials 14.58%
2 Healthcare 12.99%
3 Technology 10.91%
4 Industrials 8.38%
5 Energy 7.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$641K 0.28%
50,490
-46,050
127
$632K 0.27%
11,196
128
$607K 0.26%
5,951
129
$599K 0.26%
5,324
+335
130
$562K 0.24%
11,484
131
$530K 0.23%
10,606
132
$508K 0.22%
+20,000
133
$508K 0.22%
+20,000
134
$485K 0.21%
6,661
135
$482K 0.21%
6,885
136
$477K 0.21%
4,700
137
$473K 0.21%
3,755
138
$436K 0.19%
10,301
139
$429K 0.19%
16,527
140
$415K 0.18%
8,623
141
$402K 0.17%
5,970
142
$402K 0.17%
9,792
143
$394K 0.17%
18,138
144
$379K 0.16%
9,745
145
$363K 0.16%
+14,495
146
$359K 0.16%
8,066
147
$359K 0.16%
7,313
148
$355K 0.15%
3,567
149
$346K 0.15%
11,124
150
$346K 0.15%
9,787
4 5
6
7 8