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
$207M
AUM Growth
-$20.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
287
New
Increased
Reduced
Closed

Top Buys

1
+$2.14M
2
+$1.36M
3
+$1.28M
4
CI icon
Cigna
CI
+$1.2M
5
PYPL icon
PayPal
PYPL
+$912K

Top Sells

1
+$2.53M
2
+$2.25M
3
+$1.81M
4
XOM icon
Exxon Mobil
XOM
+$1.32M
5
IBM icon
IBM
IBM
+$1.12M

Sector Composition

1 Financials 15.24%
2 Healthcare 12.72%
3 Technology 10.37%
4 Consumer Discretionary 8.37%
5 Communication Services 7.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$542K 0.26%
4,967
127
$532K 0.26%
11,098
128
$532K 0.26%
6,749
129
$516K 0.25%
5,676
130
$490K 0.24%
20,000
131
$469K 0.23%
16,935
132
$467K 0.23%
6,784
+814
133
$462K 0.22%
12,446
134
$461K 0.22%
11,196
135
$460K 0.22%
18,191
+2,221
136
$451K 0.22%
5,288
137
$445K 0.21%
4,700
138
$440K 0.21%
6,661
139
$439K 0.21%
6,885
140
$431K 0.21%
17,475
+2,071
141
$399K 0.19%
10,606
142
$393K 0.19%
7,347
+880
143
$380K 0.18%
12,638
+1,514
144
$374K 0.18%
9,792
145
$372K 0.18%
10,084
+1,206
146
$370K 0.18%
11,859
+1,420
147
$368K 0.18%
18,164
+2,184
148
$367K 0.18%
5,076
+606
149
$365K 0.18%
11,121
+1,334
150
$350K 0.17%
14,074
+1,671
4 5
6
7 8