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
$228M
AUM Growth
-$2.73M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
299
New
Increased
Reduced
Closed

Top Buys

1
+$1.09M
2
+$1.07M
3
+$1.05M
4
VTRS icon
Viatris
VTRS
+$1.05M
5
STJ
St Jude Medical
STJ
+$934K

Top Sells

1
+$1.53M
2
+$1.13M
3
+$1.07M
4
CI icon
Cigna
CI
+$924K
5
MSFT icon
Microsoft
MSFT
+$920K

Sector Composition

1 Financials 13.96%
2 Healthcare 13.39%
3 Technology 10.75%
4 Industrials 8.26%
5 Energy 7.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$340K 0.15%
10,439
152
$338K 0.15%
+5,148
153
$332K 0.15%
9,975
154
$323K 0.14%
5,561
155
$314K 0.14%
4,470
156
$312K 0.14%
+11,208
157
$311K 0.14%
22,557
158
$310K 0.14%
9,975
159
$308K 0.14%
4,567
160
$306K 0.13%
11,124
161
$302K 0.13%
+14,499
162
$301K 0.13%
101,590
+41,180
163
$299K 0.13%
+4,633
164
$295K 0.13%
9,867
165
$295K 0.13%
4,736
166
$292K 0.13%
+9,194
167
$292K 0.13%
15,980
168
$292K 0.13%
66,768
+36,533
169
$288K 0.13%
12,403
+4,916
170
$287K 0.13%
21,425
171
$286K 0.13%
+4,697
172
$285K 0.13%
+5,285
173
$284K 0.12%
4,830
174
$282K 0.12%
+2,586
175
$282K 0.12%
2,673
5 6
7
8 9