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
$241M
AUM Growth
-$55.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
265
New
Increased
Reduced
Closed

Top Buys

1
+$3.62M
2
+$1.31M
3
+$1.24M
4
CMI icon
Cummins
CMI
+$992K
5
PWR icon
Quanta Services
PWR
+$875K

Top Sells

1
+$1.02M
2
+$980K
3
+$839K
4
AAPL icon
Apple
AAPL
+$816K
5
MSFT icon
Microsoft
MSFT
+$782K

Sector Composition

1 Technology 16.63%
2 Healthcare 8.4%
3 Consumer Discretionary 7.93%
4 Industrials 7.37%
5 Communication Services 7.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$415K 0.17%
4,742
-26
127
$410K 0.17%
39,417
128
$408K 0.17%
10,298
+3,357
129
$407K 0.17%
12,802
130
$407K 0.17%
12,285
-62
131
$406K 0.17%
4,752
132
$398K 0.17%
8,395
-52
133
$393K 0.16%
5,869
-33
134
$383K 0.16%
3,549
135
$379K 0.16%
5,154
136
$375K 0.16%
2,272
-14
137
$375K 0.16%
1,129
-6
138
$374K 0.16%
5,114
-25
139
$373K 0.15%
6,333
140
$364K 0.15%
4,187
+947
141
$362K 0.15%
3,974
-20
142
$358K 0.15%
9,129
-50
143
$353K 0.15%
9,969
-55
144
$353K 0.15%
9,018
-51
145
$350K 0.15%
+2,064
146
$346K 0.14%
5,631
-28
147
$343K 0.14%
12,545
148
$341K 0.14%
1,386
-7
149
$335K 0.14%
18,551
-98
150
$335K 0.14%
2,752
-12
4 5
6
7 8