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
$291M
AUM Growth
+$16.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
379
New
Increased
Reduced
Closed

Top Buys

1
+$7.25M
2
+$2.11M
3
+$1.59M
4
CHK
Chesapeake Energy Corporation
CHK
+$1.06M
5
REGN icon
Regeneron Pharmaceuticals
REGN
+$978K

Top Sells

1
+$1.8M
2
+$1.3M
3
+$1.19M
4
SBUX icon
Starbucks
SBUX
+$977K
5
CI icon
Cigna
CI
+$944K

Sector Composition

1 Financials 11.72%
2 Technology 10.8%
3 Healthcare 9.4%
4 Industrials 7.84%
5 Consumer Discretionary 7.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$532K 0.18%
32,458
152
$528K 0.18%
8,017
-760
153
$513K 0.18%
11,157
-1,116
154
$508K 0.17%
8,439
155
$506K 0.17%
25,447
156
$505K 0.17%
2,301
+1,338
157
$505K 0.17%
20,000
158
$500K 0.17%
6,644
159
$500K 0.17%
5,550
160
$497K 0.17%
25,914
161
$496K 0.17%
32,058
162
$495K 0.17%
4,371
-354
163
$492K 0.17%
20,000
164
$489K 0.17%
16,584
-1,530
165
$488K 0.17%
5,669
166
$487K 0.17%
35,330
-3,555
167
$483K 0.17%
14,193
168
$479K 0.16%
14,060
169
$478K 0.16%
6,885
170
$470K 0.16%
4,809
-398
171
$467K 0.16%
13,776
172
$466K 0.16%
19,730
173
$463K 0.16%
22,582
174
$461K 0.16%
14,025
175
$460K 0.16%
4,600
5 6
7
8 9