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
$293M
AUM Growth
+$17.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
339
New
Increased
Reduced
Closed

Top Buys

1
+$3.64M
2
+$1.57M
3
+$1.36M
4
JNJ icon
Johnson & Johnson
JNJ
+$1.3M
5
PEP icon
PepsiCo
PEP
+$1.29M

Top Sells

1
+$1.72M
2
+$1.63M
3
+$1.37M
4
AMZN icon
Amazon
AMZN
+$1.21M
5
ABT icon
Abbott
ABT
+$1.17M

Sector Composition

1 Financials 11.91%
2 Technology 9.89%
3 Industrials 9.01%
4 Healthcare 7.98%
5 Consumer Discretionary 6.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$629K 0.22%
+28,117
127
$614K 0.21%
4,180
-4,295
128
$614K 0.21%
14,356
-238
129
$611K 0.21%
3,733
-56
130
$611K 0.21%
7,611
-124
131
$607K 0.21%
29,162
-280
132
$606K 0.21%
7,975
+3,278
133
$600K 0.21%
6,746
-119
134
$598K 0.2%
8,426
-135
135
$593K 0.2%
40,776
-656
136
$589K 0.2%
5,645
-85
137
$588K 0.2%
47,063
-663
138
$587K 0.2%
2,809
-46
139
$586K 0.2%
7,120
-153
140
$585K 0.2%
11,963
-206
141
$583K 0.2%
5,263
-54
142
$579K 0.2%
27,191
-516
143
$574K 0.2%
4,417
-67
144
$571K 0.2%
13,118
-501
145
$571K 0.2%
17,535
-152
146
$556K 0.19%
6,885
147
$552K 0.19%
16,013
-123
148
$551K 0.19%
8,577
-4,403
149
$549K 0.19%
7,353
-114
150
$548K 0.19%
4,586
-61
4 5
6
7 8