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
$273M
AUM Growth
+$13.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
349
New
Increased
Reduced
Closed

Top Buys

1
+$1.17M
2
+$1.1M
3
+$1.05M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$1.03M
5
MSFT icon
Microsoft
MSFT
+$766K

Top Sells

1
+$1.15M
2
+$1.04M
3
+$910K
4
JCI icon
Johnson Controls International
JCI
+$852K
5
CERN
Cerner Corp
CERN
+$850K

Sector Composition

1 Financials 11.76%
2 Technology 10.46%
3 Healthcare 9.24%
4 Industrials 8.69%
5 Consumer Discretionary 6.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$436K 0.16%
4,356
-94
152
$434K 0.16%
7,289
+3,455
153
$432K 0.16%
3,570
-81
154
$431K 0.16%
+6,495
155
$430K 0.16%
5,949
+1,965
156
$424K 0.16%
25,390
-528
157
$424K 0.16%
+11,652
158
$424K 0.16%
8,956
+364
159
$424K 0.16%
11,816
-256
160
$417K 0.15%
5,749
-126
161
$410K 0.15%
13,462
+6,334
162
$407K 0.15%
5,715
-112
163
$406K 0.15%
7,754
+319
164
$405K 0.15%
4,982
-109
165
$403K 0.15%
20,037
-400
166
$402K 0.15%
15,038
-315
167
$402K 0.15%
6,107
-130
168
$400K 0.15%
12,738
-270
169
$399K 0.15%
+8,016
170
$396K 0.14%
1,907
+61
171
$393K 0.14%
22,137
-461
172
$391K 0.14%
15,209
-317
173
$390K 0.14%
25,499
+1,087
174
$384K 0.14%
8,469
+338
175
$384K 0.14%
8,281
-172
5 6
7
8 9