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
$275M
AUM Growth
-$6.19M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
400
New
Increased
Reduced
Closed

Top Buys

1
+$5.66M
2
+$1.29M
3
+$1.23M
4
NOC icon
Northrop Grumman
NOC
+$1.15M
5
SBUX icon
Starbucks
SBUX
+$1.12M

Top Sells

1
+$1.36M
2
+$1.24M
3
+$1.14M
4
URI icon
United Rentals
URI
+$1.08M
5
DD
Du Pont De Nemours E I
DD
+$1.02M

Sector Composition

1 Financials 11.92%
2 Technology 10.91%
3 Industrials 8.99%
4 Healthcare 8.61%
5 Consumer Discretionary 6.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$574K 0.21%
29,442
127
$571K 0.21%
47,726
-2,750
128
$570K 0.21%
7,273
129
$569K 0.21%
55,001
+31,500
130
$565K 0.21%
7,735
-431
131
$564K 0.2%
2,971
-162
132
$561K 0.2%
10,811
-610
133
$560K 0.2%
12,169
-681
134
$556K 0.2%
16,136
+5,315
135
$551K 0.2%
4,484
-243
136
$551K 0.2%
13,006
137
$550K 0.2%
17,687
+11,044
138
$549K 0.2%
6,544
-372
139
$549K 0.2%
11,201
140
$548K 0.2%
20,764
-1,155
141
$547K 0.2%
28,541
-1,673
142
$546K 0.2%
2,855
-154
143
$545K 0.2%
13,619
144
$540K 0.2%
6,382
-359
145
$539K 0.2%
5,284
146
$538K 0.2%
5,317
147
$536K 0.19%
3,526
-202
148
$535K 0.19%
+11,057
149
$533K 0.19%
6,885
150
$533K 0.19%
4,787
-267
4 5
6
7 8