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
$248M
AUM Growth
+$43.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
273
New
Increased
Reduced
Closed

Top Buys

1
+$2.52M
2
+$1.69M
3
+$1.11M
4
BMY icon
Bristol-Myers Squibb
BMY
+$884K
5
RTX icon
RTX Corp
RTX
+$863K

Top Sells

1
+$16.3M
2
+$1.38M
3
+$1.3M
4
MKTX icon
MarketAxess Holdings
MKTX
+$1.13M
5
PYPL icon
PayPal
PYPL
+$1.04M

Sector Composition

1 Technology 11.48%
2 Healthcare 10.05%
3 Financials 8.39%
4 Communication Services 6.69%
5 Consumer Staples 6.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$408K 0.16%
+2,975
127
$390K 0.16%
+7,604
128
$389K 0.16%
6,125
129
$387K 0.16%
11,474
130
$382K 0.15%
11,041
131
$381K 0.15%
4,946
+2,055
132
$380K 0.15%
1,419
133
$378K 0.15%
754
-2,258
134
$378K 0.15%
12,701
-12,713
135
$377K 0.15%
22,390
-5,412
136
$375K 0.15%
+25,857
137
$362K 0.15%
1,827
+428
138
$356K 0.14%
+8,516
139
$353K 0.14%
13,081
+2,226
140
$353K 0.14%
9,403
141
$350K 0.14%
6,903
142
$350K 0.14%
20,938
+6,169
143
$349K 0.14%
8,897
144
$348K 0.14%
+13,650
145
$346K 0.14%
+4,037
146
$345K 0.14%
1,313
147
$341K 0.14%
485
-478
148
$341K 0.14%
+7,085
149
$341K 0.14%
+4,834
150
$340K 0.14%
7,662
4 5
6
7 8