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
$217M
AUM Growth
+$21.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
224
New
Increased
Reduced
Closed

Top Buys

1
+$8.92M
2
+$2M
3
+$1.24M
4
NFX
Newfield Exploration
NFX
+$1.18M
5
DD icon
DuPont de Nemours
DD
+$1.14M

Top Sells

1
+$4.3M
2
+$1.73M
3
+$1.69M
4
SHW icon
Sherwin-Williams
SHW
+$1.17M
5
ORCL icon
Oracle
ORCL
+$1.16M

Sector Composition

1 Financials 15.95%
2 Technology 11.57%
3 Healthcare 11.44%
4 Energy 9.78%
5 Industrials 8.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$338K 0.16%
+4,160
152
$337K 0.16%
+84,775
153
$323K 0.15%
+6,175
154
$321K 0.15%
+9,910
155
$307K 0.14%
+14,852
156
$305K 0.14%
+15,225
157
$304K 0.14%
+6,941
158
$298K 0.14%
+4,052
159
$296K 0.14%
+3,169
160
$296K 0.14%
+6,389
161
$286K 0.13%
+18,600
162
$285K 0.13%
+5,260
163
$284K 0.13%
1,158
-32
164
$277K 0.13%
+4,966
165
$272K 0.13%
+4,742
166
$267K 0.12%
+4,206
167
$264K 0.12%
+7,530
168
$261K 0.12%
+68,205
169
$260K 0.12%
+5,867
170
$248K 0.11%
+6,687
171
$243K 0.11%
+14,238
172
$241K 0.11%
+37,425
173
$229K 0.11%
+4,702
174
$225K 0.1%
+6,011
175
$222K 0.1%
+7,091
5 6
7
8 9