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
$275M
AUM Growth
+$12.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
367
New
Increased
Reduced
Closed

Top Buys

1
+$1.73M
2
+$1.32M
3
+$1.09M
4
UNP icon
Union Pacific
UNP
+$992K
5
FLR icon
Fluor
FLR
+$966K

Top Sells

1
+$1.32M
2
+$1.31M
3
+$1.17M
4
MS icon
Morgan Stanley
MS
+$927K
5
PXD
Pioneer Natural Resource Co.
PXD
+$881K

Sector Composition

1 Financials 13.06%
2 Technology 10.71%
3 Healthcare 9.46%
4 Industrials 8.59%
5 Consumer Discretionary 7.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$512K 0.19%
6,644
152
$509K 0.19%
67,400
+750
153
$507K 0.18%
10,709
+125
154
$506K 0.18%
5,669
155
$503K 0.18%
5,207
-7,526
156
$499K 0.18%
13,776
157
$497K 0.18%
4,725
+44
158
$494K 0.18%
3,670
159
$485K 0.18%
8,931
160
$482K 0.18%
19,730
+8,733
161
$481K 0.18%
+29,658
162
$474K 0.17%
8,439
163
$469K 0.17%
15,274
164
$469K 0.17%
8,762
165
$468K 0.17%
13,748
+169
166
$466K 0.17%
20,000
167
$466K 0.17%
14,193
+308
168
$459K 0.17%
6,321
169
$458K 0.17%
20,000
170
$456K 0.17%
11,960
+143
171
$455K 0.17%
13,933
172
$450K 0.16%
14,060
+5,678
173
$449K 0.16%
8,948
+114
174
$446K 0.16%
14,638
175
$441K 0.16%
5,550
5 6
7
8 9