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
$308M
AUM Growth
+$44.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
309
New
Increased
Reduced
Closed

Top Buys

1
+$2.95M
2
+$1.36M
3
+$1.07M
4
MA icon
Mastercard
MA
+$916K
5
DXCM icon
DexCom
DXCM
+$847K

Top Sells

1
+$3.34M
2
+$1.63M
3
+$883K
4
TMO icon
Thermo Fisher Scientific
TMO
+$839K
5
CF icon
CF Industries
CF
+$806K

Sector Composition

1 Technology 12.81%
2 Healthcare 10.34%
3 Financials 9.33%
4 Industrials 6.77%
5 Consumer Discretionary 6.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$486K 0.16%
6,468
-105
127
$485K 0.16%
+9,247
128
$484K 0.16%
6,306
+122
129
$481K 0.16%
20,760
130
$479K 0.16%
12,010
-180
131
$478K 0.16%
2,890
-51
132
$477K 0.15%
13,265
-219
133
$477K 0.15%
4,041
-64
134
$476K 0.15%
7,190
135
$471K 0.15%
6,899
-108
136
$465K 0.15%
11,239
-190
137
$465K 0.15%
10,746
-176
138
$461K 0.15%
6,072
139
$455K 0.15%
7,971
+3,831
140
$452K 0.15%
4,573
-4,734
141
$452K 0.15%
64,339
-26,525
142
$450K 0.15%
+5,024
143
$450K 0.15%
4,921
144
$449K 0.15%
2,467
-38
145
$445K 0.14%
8,421
146
$440K 0.14%
27,629
+11,839
147
$438K 0.14%
11,054
148
$438K 0.14%
9,131
-160
149
$436K 0.14%
2,366
150
$436K 0.14%
6,762
-100
4 5
6
7 8