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
$293M
AUM Growth
+$17.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
339
New
Increased
Reduced
Closed

Top Buys

1
+$3.64M
2
+$1.57M
3
+$1.36M
4
JNJ icon
Johnson & Johnson
JNJ
+$1.3M
5
PEP icon
PepsiCo
PEP
+$1.29M

Top Sells

1
+$1.72M
2
+$1.63M
3
+$1.37M
4
AMZN icon
Amazon
AMZN
+$1.21M
5
ABT icon
Abbott
ABT
+$1.17M

Sector Composition

1 Financials 11.91%
2 Technology 9.89%
3 Industrials 9.01%
4 Healthcare 7.98%
5 Consumer Discretionary 6.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$547K 0.19%
15,598
-141
152
$542K 0.19%
6,438
-106
153
$534K 0.18%
10,743
-191
154
$529K 0.18%
1,647
+120
155
$528K 0.18%
13,421
-338
156
$527K 0.18%
10,972
-233
157
$524K 0.18%
8,034
-155
158
$520K 0.18%
3,473
-53
159
$519K 0.18%
36,805
-762
160
$515K 0.18%
10,893
-164
161
$514K 0.18%
13,050
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162
$514K 0.18%
8,052
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163
$511K 0.17%
36,941
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164
$511K 0.17%
20,000
165
$510K 0.17%
5,394
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166
$507K 0.17%
28,074
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167
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20,000
168
$504K 0.17%
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169
$502K 0.17%
10,438
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170
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20,000
171
$496K 0.17%
4,429
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172
$495K 0.17%
4,806
-53
173
$490K 0.17%
11,277
-59
174
$489K 0.17%
9,877
-65
175
$489K 0.17%
20,075
-488
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7
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