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
$260M
AUM Growth
+$29.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
342
New
Increased
Reduced
Closed

Top Buys

1
+$1.35M
2
+$1.3M
3
+$1.14M
4
ADBE icon
Adobe
ADBE
+$933K
5
ABBV icon
AbbVie
ABBV
+$929K

Top Sells

1
+$2.48M
2
+$1.08M
3
+$1.01M
4
APTV icon
Aptiv
APTV
+$1M
5
DOCU icon
DocuSign
DOCU
+$982K

Sector Composition

1 Financials 11.58%
2 Technology 9.59%
3 Healthcare 9.21%
4 Industrials 9.03%
5 Consumer Discretionary 7.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$449K 0.17%
9,648
152
$447K 0.17%
8,612
153
$447K 0.17%
20,437
+9,308
154
$445K 0.17%
12,446
155
$444K 0.17%
7,908
-67
156
$443K 0.17%
24,412
157
$441K 0.17%
14,145
-120
158
$440K 0.17%
36,295
-307
159
$436K 0.17%
+15,353
160
$435K 0.17%
2,738
+1,327
161
$435K 0.17%
1,059
162
$426K 0.16%
5,349
-45
163
$426K 0.16%
5,763
-49
164
$424K 0.16%
22,084
-187
165
$423K 0.16%
5,141
-44
166
$419K 0.16%
25,918
+7,778
167
$418K 0.16%
7,781
-66
168
$417K 0.16%
5,875
+2,235
169
$417K 0.16%
7,038
+3,135
170
$415K 0.16%
21,472
-182
171
$415K 0.16%
5,673
-48
172
$414K 0.16%
11,759
-100
173
$413K 0.16%
5,091
-43
174
$411K 0.16%
8,453
-72
175
$409K 0.16%
14,629
-124
5 6
7
8 9