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
$308M
AUM Growth
+$44.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
309
New
Increased
Reduced
Closed

Top Buys

1
+$2.95M
2
+$1.36M
3
+$1.07M
4
MA icon
Mastercard
MA
+$916K
5
DXCM icon
DexCom
DXCM
+$847K

Top Sells

1
+$3.34M
2
+$1.63M
3
+$883K
4
TMO icon
Thermo Fisher Scientific
TMO
+$839K
5
CF icon
CF Industries
CF
+$806K

Sector Composition

1 Technology 12.81%
2 Healthcare 10.34%
3 Financials 9.33%
4 Industrials 6.77%
5 Consumer Discretionary 6.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$431K 0.14%
14,563
152
$427K 0.14%
6,226
+2,101
153
$427K 0.14%
5,398
154
$426K 0.14%
+7,491
155
$425K 0.14%
+2,043
156
$420K 0.14%
5,761
-2,880
157
$419K 0.14%
+1,772
158
$418K 0.14%
18,180
-275
159
$417K 0.14%
6,109
-6,313
160
$413K 0.13%
21,713
+7,069
161
$412K 0.13%
5,727
162
$408K 0.13%
10,380
163
$406K 0.13%
3,594
-57
164
$403K 0.13%
+10,635
165
$402K 0.13%
4,759
-77
166
$399K 0.13%
5,613
-97
167
$398K 0.13%
40,772
168
$393K 0.13%
10,949
169
$384K 0.12%
11,111
-11,116
170
$383K 0.12%
20,277
-301
171
$381K 0.12%
8,181
-128
172
$377K 0.12%
1,174
-19
173
$376K 0.12%
6,073
174
$373K 0.12%
16,760
175
$370K 0.12%
6,334
-763
5 6
7
8 9