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
$263M
AUM Growth
+$15.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
290
New
Increased
Reduced
Closed

Top Buys

1
+$1.63M
2
+$1.2M
3
+$1.03M
4
CRM icon
Salesforce
CRM
+$981K
5
BAX icon
Baxter International
BAX
+$785K

Top Sells

1
+$2.64M
2
+$970K
3
+$948K
4
NVDA icon
NVIDIA
NVDA
+$946K
5
CMCSA icon
Comcast
CMCSA
+$822K

Sector Composition

1 Technology 13.58%
2 Healthcare 9.85%
3 Financials 8.48%
4 Communication Services 6.97%
5 Consumer Discretionary 6.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$409K 0.16%
7,007
-72
127
$408K 0.15%
6,862
-68
128
$404K 0.15%
2,366
+586
129
$404K 0.15%
+5,259
130
$399K 0.15%
1,406
-13
131
$397K 0.15%
20,760
-20,175
132
$390K 0.15%
11,644
-113
133
$388K 0.15%
22,227
+8,707
134
$380K 0.14%
10,922
-119
135
$379K 0.14%
+5,874
136
$376K 0.14%
17,461
+254
137
$374K 0.14%
2,505
-26
138
$374K 0.14%
4,097
+60
139
$371K 0.14%
4,044
-37
140
$365K 0.14%
480
-5
141
$365K 0.14%
21,879
+20
142
$364K 0.14%
1,701
-18
143
$359K 0.14%
746
-8
144
$358K 0.14%
6,781
-68
145
$354K 0.13%
6,069
-56
146
$354K 0.13%
9,291
-112
147
$348K 0.13%
4,836
-52
148
$347K 0.13%
13,272
+191
149
$346K 0.13%
5,018
+72
150
$340K 0.13%
8,806
-91
4 5
6
7 8