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
$270M
AUM Growth
+$16.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
280
New
Increased
Reduced
Closed

Top Buys

1
+$1.03M
2
+$1.03M
3
+$916K
4
STZ icon
Constellation Brands
STZ
+$893K
5
WYNN icon
Wynn Resorts
WYNN
+$890K

Top Sells

1
+$7.97M
2
+$4.21M
3
+$1.48M
4
MSFT icon
Microsoft
MSFT
+$1.19M
5
AMZN icon
Amazon
AMZN
+$979K

Sector Composition

1 Technology 17.23%
2 Healthcare 8.84%
3 Consumer Discretionary 7.33%
4 Industrials 7.33%
5 Communication Services 6.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$463K 0.17%
4,398
+196
127
$455K 0.17%
4,849
+238
128
$454K 0.17%
984
+49
129
$451K 0.17%
10,191
+497
130
$448K 0.17%
5,413
+238
131
$447K 0.17%
6,996
+312
132
$446K 0.17%
6,372
-779
133
$445K 0.16%
10,183
+379
134
$443K 0.16%
2,482
-1,928
135
$430K 0.16%
10,936
+513
136
$429K 0.16%
2,149
-2,717
137
$424K 0.16%
15,534
+722
138
$416K 0.15%
16,948
+833
139
$413K 0.15%
4,337
+150
140
$401K 0.15%
2,466
-709
141
$396K 0.15%
17,612
+816
142
$394K 0.15%
5,739
+255
143
$393K 0.15%
8,010
+339
144
$382K 0.14%
3,999
+137
145
$382K 0.14%
3,541
+122
146
$380K 0.14%
5,292
+279
147
$379K 0.14%
3,214
+157
148
$379K 0.14%
12,566
+619
149
$375K 0.14%
7,340
+252
150
$371K 0.14%
6,149
+313
4 5
6
7 8