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
$294M
AUM Growth
+$1.15M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
357
New
Increased
Reduced
Closed

Top Buys

1
+$4.12M
2
+$2M
3
+$1.53M
4
CPB icon
Campbell Soup
CPB
+$924K
5
ALB icon
Albemarle
ALB
+$848K

Top Sells

1
+$1.26M
2
+$1.05M
3
+$1.02M
4
EQCO.CL
Equity Commonwealth
EQCO.CL
+$1.02M
5
EA icon
Electronic Arts
EA
+$927K

Sector Composition

1 Financials 11.4%
2 Technology 9.42%
3 Healthcare 8.78%
4 Industrials 8.44%
5 Consumer Discretionary 7.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$544K 0.19%
10,444
-299
152
$532K 0.18%
11,277
153
$531K 0.18%
4,310
-107
154
$527K 0.18%
25,489
+1,332
155
$525K 0.18%
8,644
-4,258
156
$524K 0.18%
9,937
+5,692
157
$523K 0.18%
36,602
158
$521K 0.18%
7,205
+2,911
159
$511K 0.17%
9,877
160
$507K 0.17%
7,099
+2,890
161
$503K 0.17%
+6,869
162
$502K 0.17%
20,075
163
$501K 0.17%
13,050
164
$500K 0.17%
4,488
-98
165
$498K 0.17%
20,000
166
$497K 0.17%
15,598
167
$495K 0.17%
3,988
-4,208
168
$495K 0.17%
7,172
-181
169
$493K 0.17%
20,000
170
$491K 0.17%
5,509
-136
171
$487K 0.17%
10,634
-259
172
$486K 0.17%
4,429
173
$486K 0.17%
6,272
-166
174
$486K 0.17%
14,753
175
$483K 0.16%
16,664
-23,065
5 6
7
8 9