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
$207M
AUM Growth
-$20.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
287
New
Increased
Reduced
Closed

Top Buys

1
+$2.14M
2
+$1.36M
3
+$1.28M
4
CI icon
Cigna
CI
+$1.2M
5
PYPL icon
PayPal
PYPL
+$912K

Top Sells

1
+$2.53M
2
+$2.25M
3
+$1.81M
4
XOM icon
Exxon Mobil
XOM
+$1.32M
5
IBM icon
IBM
IBM
+$1.12M

Sector Composition

1 Financials 15.24%
2 Healthcare 12.72%
3 Technology 10.37%
4 Consumer Discretionary 8.37%
5 Communication Services 7.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$349K 0.17%
5,205
+638
152
$348K 0.17%
5,849
+701
153
$343K 0.17%
5,281
+648
154
$342K 0.17%
6,318
+757
155
$337K 0.16%
+1,601
156
$328K 0.16%
4,845
+581
157
$324K 0.16%
10,744
158
$320K 0.15%
17,013
+2,035
159
$319K 0.15%
6,321
+757
160
$319K 0.15%
10,277
+1,231
161
$317K 0.15%
1,468
-3
162
$315K 0.15%
115,540
+13,950
163
$314K 0.15%
6,406
+767
164
$314K 0.15%
11,070
+1,325
165
$309K 0.15%
2,953
+367
166
$306K 0.15%
+6,931
167
$299K 0.14%
3,254
+394
168
$297K 0.14%
5,444
+660
169
$297K 0.14%
5,337
+640
170
$296K 0.14%
+17,394
171
$296K 0.14%
25,629
+3,072
172
$296K 0.14%
19,702
+2,357
173
$291K 0.14%
+13,776
174
$291K 0.14%
18,138
175
$291K 0.14%
16,456
+1,957
5 6
7
8 9