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
$260M
AUM Growth
+$29.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
342
New
Increased
Reduced
Closed

Top Buys

1
+$1.35M
2
+$1.3M
3
+$1.14M
4
ADBE icon
Adobe
ADBE
+$933K
5
ABBV icon
AbbVie
ABBV
+$929K

Top Sells

1
+$2.48M
2
+$1.08M
3
+$1.01M
4
APTV icon
Aptiv
APTV
+$1M
5
DOCU icon
DocuSign
DOCU
+$982K

Sector Composition

1 Financials 11.58%
2 Technology 9.59%
3 Healthcare 9.21%
4 Industrials 9.03%
5 Consumer Discretionary 7.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$495K 0.19%
6,173
127
$493K 0.19%
8,592
-552
128
$489K 0.19%
9,456
129
$487K 0.19%
27,695
-235
130
$486K 0.19%
4,631
131
$485K 0.19%
4,985
-42
132
$484K 0.19%
14,800
-126
133
$483K 0.19%
3,253
-28
134
$483K 0.19%
2,654
-23
135
$481K 0.19%
36,495
-310
136
$479K 0.18%
8,433
+3,907
137
$478K 0.18%
13,443
+5,080
138
$476K 0.18%
7,074
-60
139
$472K 0.18%
4,231
-36
140
$470K 0.18%
4,233
+789
141
$470K 0.18%
9,442
-377
142
$469K 0.18%
+8,229
143
$457K 0.18%
5,827
+2,417
144
$455K 0.18%
18,629
-158
145
$455K 0.18%
1,516
146
$452K 0.17%
+5,388
147
$452K 0.17%
3,788
148
$451K 0.17%
10,549
149
$451K 0.17%
3,869
150
$449K 0.17%
4,510
+2,031
4 5
6
7 8