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
-$6.19M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
400
New
Increased
Reduced
Closed

Top Buys

1
+$5.66M
2
+$1.29M
3
+$1.23M
4
NOC icon
Northrop Grumman
NOC
+$1.15M
5
SBUX icon
Starbucks
SBUX
+$1.12M

Top Sells

1
+$1.36M
2
+$1.24M
3
+$1.14M
4
URI icon
United Rentals
URI
+$1.08M
5
DD
Du Pont De Nemours E I
DD
+$1.02M

Sector Composition

1 Financials 11.92%
2 Technology 10.91%
3 Industrials 8.99%
4 Healthcare 8.61%
5 Consumer Discretionary 6.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$528K 0.19%
1,181
-67
152
$526K 0.19%
6,495
-6,186
153
$526K 0.19%
8,189
154
$521K 0.19%
10,608
-594
155
$521K 0.19%
31,470
156
$519K 0.19%
37,021
157
$514K 0.19%
20,000
158
$513K 0.19%
+10,934
159
$512K 0.19%
+20,000
160
$509K 0.18%
10,546
161
$509K 0.18%
+20,000
162
$507K 0.18%
13,759
163
$504K 0.18%
13,349
164
$498K 0.18%
6,450
-365
165
$496K 0.18%
8,535
166
$496K 0.18%
5,504
167
$483K 0.18%
1,544
-1,767
168
$482K 0.18%
+9,942
169
$480K 0.17%
6,438
170
$479K 0.17%
+5,458
171
$479K 0.17%
8,174
-462
172
$476K 0.17%
14,301
-868
173
$475K 0.17%
27,707
+12,772
174
$474K 0.17%
1,527
+59
175
$473K 0.17%
7,467
-424
5 6
7
8 9