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
$230M
AUM Growth
+$12M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
307
New
Increased
Reduced
Closed

Top Buys

1
+$10.8M
2
+$2.08M
3
+$1.52M
4
MCK icon
McKesson
MCK
+$1.5M
5
TRIP icon
TripAdvisor
TRIP
+$1.18M

Top Sells

1
+$2.02M
2
+$1.42M
3
+$1.36M
4
HD icon
Home Depot
HD
+$1.3M
5
KRFT
KRAFT FOODS GROUP INC COM STK (VA)
KRFT
+$1.29M

Sector Composition

1 Financials 14.58%
2 Healthcare 12.99%
3 Technology 10.91%
4 Industrials 8.38%
5 Energy 7.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$341K 0.15%
8,878
152
$339K 0.15%
15,404
+167
153
$336K 0.15%
+4,220
154
$335K 0.15%
5,501
155
$335K 0.15%
5,561
156
$322K 0.14%
+206
157
$320K 0.14%
+4,567
158
$316K 0.14%
10,091
159
$312K 0.14%
4,470
160
$308K 0.13%
+5,464
161
$308K 0.13%
6,467
162
$307K 0.13%
9,975
163
$303K 0.13%
17,144
164
$302K 0.13%
10,439
165
$299K 0.13%
+3,199
166
$298K 0.13%
+6,519
167
$294K 0.13%
5,564
168
$294K 0.13%
9,975
169
$294K 0.13%
1,729
170
$293K 0.13%
+4,486
171
$292K 0.13%
7,916
172
$285K 0.12%
2,673
173
$284K 0.12%
4,264
174
$283K 0.12%
1,471
175
$279K 0.12%
5,610
5 6
7
8 9