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
$273M
AUM Growth
+$13.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
349
New
Increased
Reduced
Closed

Top Buys

1
+$1.17M
2
+$1.1M
3
+$1.05M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$1.03M
5
MSFT icon
Microsoft
MSFT
+$766K

Top Sells

1
+$1.15M
2
+$1.04M
3
+$910K
4
JCI icon
Johnson Controls International
JCI
+$852K
5
CERN
Cerner Corp
CERN
+$850K

Sector Composition

1 Financials 11.76%
2 Technology 10.46%
3 Healthcare 9.24%
4 Industrials 8.69%
5 Consumer Discretionary 6.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$518K 0.19%
35,560
-735
127
$511K 0.19%
44,032
+1,629
128
$510K 0.19%
5,276
-112
129
$504K 0.18%
1,840
+65
130
$503K 0.18%
22,109
+817
131
$503K 0.18%
16,556
-344
132
$497K 0.18%
19,873
+765
133
$491K 0.18%
9,996
+348
134
$489K 0.18%
3,942
+154
135
$487K 0.18%
14,835
-439
136
$483K 0.18%
7,978
+3,259
137
$481K 0.18%
4,143
-88
138
$479K 0.18%
16,064
+7,180
139
$465K 0.17%
4,039
+170
140
$464K 0.17%
6,186
-2,675
141
$461K 0.17%
6,940
-98
142
$456K 0.17%
8,976
+364
143
$454K 0.17%
7,622
-159
144
$453K 0.17%
8,493
-7,772
145
$453K 0.17%
11,517
-242
146
$451K 0.17%
5,031
-110
147
$443K 0.16%
+6,643
148
$442K 0.16%
11,003
+454
149
$437K 0.16%
5,236
-113
150
$436K 0.16%
10,032
-215
4 5
6
7 8