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
$273M
AUM Growth
-$20.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
297
New
Increased
Reduced
Closed

Top Buys

1
+$715K
2
+$673K
3
+$648K
4
CL icon
Colgate-Palmolive
CL
+$578K
5
WMT icon
Walmart Inc. Common Stock
WMT
+$545K

Top Sells

1
+$4.76M
2
+$1.38M
3
+$1.08M
4
AKAM icon
Akamai
AKAM
+$975K
5
UBER icon
Uber
UBER
+$759K

Sector Composition

1 Technology 17.64%
2 Healthcare 8.73%
3 Consumer Discretionary 7.5%
4 Industrials 7.39%
5 Communication Services 6.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$449K 0.16%
16,591
-385
127
$447K 0.16%
4,337
128
$442K 0.16%
1,240
-29
129
$441K 0.16%
9,539
130
$439K 0.16%
2,482
131
$426K 0.16%
17,257
-395
132
$426K 0.16%
2,099
-55
133
$423K 0.16%
962
-24
134
$422K 0.15%
9,976
-240
135
$414K 0.15%
4,372
136
$413K 0.15%
37,988
-868
137
$411K 0.15%
15,223
-348
138
$411K 0.15%
12,685
-287
139
$411K 0.15%
7,113
-145
140
$410K 0.15%
9,019
+4,119
141
$410K 0.15%
2,002
-42
142
$409K 0.15%
2,079
-50
143
$405K 0.15%
9,137
-220
144
$395K 0.14%
18,567
-425
145
$391K 0.14%
1,530
-30
146
$388K 0.14%
3,766
147
$386K 0.14%
5,173
-135
148
$380K 0.14%
5,229
149
$377K 0.14%
12,303
-288
150
$375K 0.14%
+2,167
4 5
6
7 8