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
$263M
AUM Growth
+$15.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
290
New
Increased
Reduced
Closed

Top Buys

1
+$1.63M
2
+$1.2M
3
+$1.03M
4
CRM icon
Salesforce
CRM
+$981K
5
BAX icon
Baxter International
BAX
+$785K

Top Sells

1
+$2.64M
2
+$970K
3
+$948K
4
NVDA icon
NVIDIA
NVDA
+$946K
5
CMCSA icon
Comcast
CMCSA
+$822K

Sector Composition

1 Technology 13.58%
2 Healthcare 9.85%
3 Financials 8.48%
4 Communication Services 6.97%
5 Consumer Discretionary 6.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$338K 0.13%
+38,200
152
$337K 0.13%
18,455
-190
153
$336K 0.13%
4,905
+71
154
$336K 0.13%
+8,421
155
$335K 0.13%
11,429
-125
156
$333K 0.13%
4,921
+67
157
$333K 0.13%
7,586
-76
158
$331K 0.13%
2,311
-26
159
$329K 0.12%
8,114
+2,329
160
$326K 0.12%
1,553
-1,597
161
$325K 0.12%
7,190
+105
162
$324K 0.12%
24,680
+11,498
163
$320K 0.12%
1,193
-120
164
$318K 0.12%
6,765
-69
165
$317K 0.12%
5,710
-68
166
$314K 0.12%
6,073
+89
167
$314K 0.12%
7,551
+109
168
$313K 0.12%
4,047
+1,238
169
$312K 0.12%
8,309
-86
170
$312K 0.12%
+4,145
171
$305K 0.12%
+4,538
172
$300K 0.11%
6,096
-67
173
$295K 0.11%
4,680
+67
174
$287K 0.11%
7,716
+112
175
$286K 0.11%
24,366
+11,675
5 6
7
8 9