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
$230M
AUM Growth
-$49.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
343
New
Increased
Reduced
Closed

Top Buys

1
+$3.75M
2
+$1.27M
3
+$982K
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$707K
5
UNH icon
UnitedHealth
UNH
+$564K

Top Sells

1
+$1.44M
2
+$1.18M
3
+$918K
4
AMGN icon
Amgen
AMGN
+$723K
5
RHT
Red Hat Inc
RHT
+$677K

Sector Composition

1 Financials 11.86%
2 Technology 9.48%
3 Healthcare 8.83%
4 Industrials 8.49%
5 Consumer Discretionary 6.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$438K 0.19%
10,549
-470
127
$438K 0.19%
+8,317
128
$434K 0.19%
+20,326
129
$433K 0.19%
7,975
130
$431K 0.19%
5,317
+2,595
131
$430K 0.19%
4,805
+388
132
$427K 0.19%
18,787
133
$418K 0.18%
+4,631
134
$418K 0.18%
9,648
-460
135
$418K 0.18%
23,645
-25,638
136
$415K 0.18%
9,456
-413
137
$411K 0.18%
4,224
-152
138
$408K 0.18%
6,173
-257
139
$407K 0.18%
14,380
+6,972
140
$406K 0.18%
+14,031
141
$405K 0.18%
14,426
-619
142
$405K 0.18%
36,602
143
$403K 0.17%
3,281
+1,197
144
$400K 0.17%
12,446
-552
145
$400K 0.17%
8,612
-359
146
$399K 0.17%
5,134
147
$399K 0.17%
14,024
148
$397K 0.17%
1,516
-55
149
$397K 0.17%
5,185
150
$396K 0.17%
1,059
-44
4 5
6
7 8