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
$248M
AUM Growth
+$43.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
273
New
Increased
Reduced
Closed

Top Buys

1
+$2.52M
2
+$1.69M
3
+$1.11M
4
BMY icon
Bristol-Myers Squibb
BMY
+$884K
5
RTX icon
RTX Corp
RTX
+$863K

Top Sells

1
+$16.3M
2
+$1.38M
3
+$1.3M
4
MKTX icon
MarketAxess Holdings
MKTX
+$1.13M
5
PYPL icon
PayPal
PYPL
+$1.04M

Sector Composition

1 Technology 11.48%
2 Healthcare 10.05%
3 Financials 8.39%
4 Communication Services 6.69%
5 Consumer Staples 6.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$335K 0.13%
1,719
-1,729
152
$332K 0.13%
+13,985
153
$327K 0.13%
5,984
+1,018
154
$323K 0.13%
6,849
-6,840
155
$321K 0.13%
4,854
+827
156
$321K 0.13%
+11,887
157
$320K 0.13%
2,531
158
$319K 0.13%
4,613
+785
159
$319K 0.13%
14,746
+2,509
160
$318K 0.13%
4,081
161
$318K 0.13%
5,785
+983
162
$317K 0.13%
+9,702
163
$316K 0.13%
+2,024
164
$314K 0.13%
+7,054
165
$313K 0.13%
33,789
+612
166
$313K 0.13%
10,686
+1,817
167
$307K 0.12%
+5,778
168
$306K 0.12%
+3,868
169
$303K 0.12%
+2,337
170
$298K 0.12%
+6,163
171
$291K 0.12%
7,031
+1,196
172
$290K 0.12%
19,198
-2,044
173
$287K 0.12%
8,395
174
$281K 0.11%
18,289
+3,120
175
$280K 0.11%
+5,335
5 6
7
8 9