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
$334M
AUM Growth
+$16.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
321
New
Increased
Reduced
Closed

Top Buys

1
+$1.5M
2
+$1.08M
3
+$900K
4
TMO icon
Thermo Fisher Scientific
TMO
+$872K
5
EQIX icon
Equinix
EQIX
+$652K

Top Sells

1
+$1.91M
2
+$1.81M
3
+$1.24M
4
HD icon
Home Depot
HD
+$1.05M
5
MSFT icon
Microsoft
MSFT
+$1.01M

Sector Composition

1 Technology 17.14%
2 Healthcare 9.07%
3 Consumer Discretionary 8.64%
4 Financials 8.45%
5 Communication Services 7.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$581K 0.17%
2,288
-1,599
127
$576K 0.17%
2,559
-46
128
$573K 0.17%
12,109
-254
129
$559K 0.17%
2,229
-40
130
$556K 0.17%
15,305
-282
131
$544K 0.16%
6,604
-125
132
$544K 0.16%
4,414
-87
133
$537K 0.16%
14,294
+3,307
134
$536K 0.16%
29,867
-583
135
$536K 0.16%
2,112
+925
136
$532K 0.16%
2,335
137
$529K 0.16%
7,896
+2,808
138
$526K 0.16%
12,384
-239
139
$522K 0.16%
4,446
-85
140
$517K 0.15%
9,388
+3,898
141
$517K 0.15%
7,475
+3,456
142
$511K 0.15%
4,680
-85
143
$509K 0.15%
1,097
-20
144
$509K 0.15%
12,361
-242
145
$508K 0.15%
36,920
+8,059
146
$507K 0.15%
+10,076
147
$504K 0.15%
1,724
-33
148
$499K 0.15%
8,516
-1,425
149
$495K 0.15%
5,306
150
$495K 0.15%
8,458
-198
4 5
6
7 8