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
$336M
AUM Growth
+$25.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
299
New
Increased
Reduced
Closed

Top Buys

1
+$2.26M
2
+$1.92M
3
+$1.89M
4
SBUX icon
Starbucks
SBUX
+$1.63M
5
FCX icon
Freeport-McMoran
FCX
+$897K

Top Sells

1
+$2.93M
2
+$1.94M
3
+$1.9M
4
MKTX icon
MarketAxess Holdings
MKTX
+$1.33M
5
TER icon
Teradyne
TER
+$881K

Sector Composition

1 Technology 18.6%
2 Industrials 7.91%
3 Healthcare 7.7%
4 Consumer Discretionary 7.08%
5 Financials 6.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$532K 0.16%
12,685
127
$529K 0.16%
6,874
128
$528K 0.16%
15,223
129
$525K 0.16%
2,079
130
$523K 0.16%
9,029
131
$522K 0.16%
2,482
132
$511K 0.15%
3,017
133
$506K 0.15%
5,292
134
$503K 0.15%
15,510
135
$500K 0.15%
1,240
136
$500K 0.15%
18,024
137
$498K 0.15%
3,999
138
$496K 0.15%
3,234
139
$494K 0.15%
4,127
140
$489K 0.15%
7,566
+2,875
141
$486K 0.14%
4,747
142
$483K 0.14%
5,229
143
$480K 0.14%
10,022
144
$478K 0.14%
9,976
145
$476K 0.14%
12,562
146
$476K 0.14%
5,630
147
$473K 0.14%
4,337
148
$468K 0.14%
9,388
149
$463K 0.14%
16,591
150
$461K 0.14%
11,322
+3,331
4 5
6
7 8