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
$334M
AUM Growth
+$16.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
321
New
Increased
Reduced
Closed

Top Buys

1
+$1.5M
2
+$1.08M
3
+$900K
4
TMO icon
Thermo Fisher Scientific
TMO
+$872K
5
EQIX icon
Equinix
EQIX
+$652K

Top Sells

1
+$1.91M
2
+$1.81M
3
+$1.24M
4
HD icon
Home Depot
HD
+$1.05M
5
MSFT icon
Microsoft
MSFT
+$1.01M

Sector Composition

1 Technology 17.14%
2 Healthcare 9.07%
3 Consumer Discretionary 8.64%
4 Financials 8.45%
5 Communication Services 7.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$491K 0.15%
3,163
-61
152
$474K 0.14%
6,038
-119
153
$468K 0.14%
1,318
-21
154
$462K 0.14%
8,252
155
$462K 0.14%
3,815
156
$458K 0.14%
1,394
-24
157
$451K 0.14%
6,874
+1,469
158
$451K 0.14%
+4,900
159
$448K 0.13%
+697
160
$446K 0.13%
2,035
-8,725
161
$444K 0.13%
5,423
+1,154
162
$442K 0.13%
6,119
+1,599
163
$441K 0.13%
5,572
164
$440K 0.13%
4,774
-93
165
$439K 0.13%
18,032
+4,923
166
$439K 0.13%
10,035
-193
167
$436K 0.13%
3,132
168
$436K 0.13%
9,080
-179
169
$429K 0.13%
18,757
-291
170
$420K 0.13%
5,204
-117
171
$415K 0.12%
6,304
172
$413K 0.12%
5,183
173
$409K 0.12%
9,897
174
$405K 0.12%
6,110
-1,525
175
$405K 0.12%
5,339
-109
5 6
7
8 9