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
$291M
AUM Growth
+$16.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
379
New
Increased
Reduced
Closed

Top Buys

1
+$7.25M
2
+$2.11M
3
+$1.59M
4
CHK
Chesapeake Energy Corporation
CHK
+$1.06M
5
REGN icon
Regeneron Pharmaceuticals
REGN
+$978K

Top Sells

1
+$1.8M
2
+$1.3M
3
+$1.19M
4
SBUX icon
Starbucks
SBUX
+$977K
5
CI icon
Cigna
CI
+$944K

Sector Composition

1 Financials 11.72%
2 Technology 10.8%
3 Healthcare 9.4%
4 Industrials 7.84%
5 Consumer Discretionary 7.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$594K 0.2%
6,856
-686
127
$594K 0.2%
4,752
-441
128
$593K 0.2%
19,959
-2,001
129
$591K 0.2%
7,083
130
$587K 0.2%
8,306
-836
131
$581K 0.2%
7,898
132
$581K 0.2%
3,393
-335
133
$577K 0.2%
7,033
-706
134
$575K 0.2%
6,926
-660
135
$572K 0.2%
+25,616
136
$571K 0.2%
24,305
137
$568K 0.2%
8,602
138
$567K 0.2%
38,144
+13,132
139
$567K 0.2%
11,390
-1,139
140
$566K 0.19%
34,108
141
$565K 0.19%
3,670
142
$564K 0.19%
6,211
-582
143
$555K 0.19%
15,416
-10,801
144
$555K 0.19%
5,454
145
$552K 0.19%
61,900
-5,500
146
$548K 0.19%
3,060
-311
147
$539K 0.19%
30,359
148
$537K 0.18%
15,394
-1,515
149
$533K 0.18%
4,111
-363
150
$532K 0.18%
5,426
-473
4 5
6
7 8