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
$228M
AUM Growth
-$2.73M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
299
New
Increased
Reduced
Closed

Top Buys

1
+$1.09M
2
+$1.07M
3
+$1.05M
4
VTRS icon
Viatris
VTRS
+$1.05M
5
STJ
St Jude Medical
STJ
+$934K

Top Sells

1
+$1.53M
2
+$1.13M
3
+$1.07M
4
CI icon
Cigna
CI
+$924K
5
MSFT icon
Microsoft
MSFT
+$920K

Sector Composition

1 Financials 13.96%
2 Healthcare 13.39%
3 Technology 10.75%
4 Industrials 8.26%
5 Energy 7.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$590K 0.26%
11,196
127
$572K 0.25%
+4,756
128
$564K 0.25%
5,288
-36
129
$526K 0.23%
+4,967
130
$518K 0.23%
5,676
-275
131
$517K 0.23%
6,661
132
$512K 0.23%
10,606
133
$500K 0.22%
20,000
134
$482K 0.21%
20,000
135
$481K 0.21%
6,885
136
$476K 0.21%
15,970
+5,879
137
$469K 0.21%
4,700
138
$468K 0.21%
11,124
139
$459K 0.2%
10,744
-740
140
$447K 0.2%
+5,676
141
$424K 0.19%
18,138
142
$421K 0.19%
9,792
143
$420K 0.18%
5,970
144
$373K 0.16%
10,742
-5,785
145
$371K 0.16%
3,755
146
$366K 0.16%
15,404
147
$349K 0.15%
8,878
148
$346K 0.15%
9,745
149
$345K 0.15%
6,467
150
$342K 0.15%
9,787
4 5
6
7 8