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
$241M
AUM Growth
-$55.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
265
New
Increased
Reduced
Closed

Top Buys

1
+$3.62M
2
+$1.31M
3
+$1.24M
4
CMI icon
Cummins
CMI
+$992K
5
PWR icon
Quanta Services
PWR
+$875K

Top Sells

1
+$1.02M
2
+$980K
3
+$839K
4
AAPL icon
Apple
AAPL
+$816K
5
MSFT icon
Microsoft
MSFT
+$782K

Sector Composition

1 Technology 16.63%
2 Healthcare 8.4%
3 Consumer Discretionary 7.93%
4 Industrials 7.37%
5 Communication Services 7.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$335K 0.14%
16,147
152
$334K 0.14%
5,192
153
$327K 0.14%
554
-3
154
$327K 0.14%
18,734
155
$325K 0.13%
6,008
-35
156
$318K 0.13%
4,390
157
$318K 0.13%
10,012
-41
158
$314K 0.13%
3,419
159
$302K 0.13%
+2,757
160
$302K 0.13%
+4,530
161
$302K 0.13%
3,484
-20
162
$300K 0.12%
2,101
-9
163
$298K 0.12%
1,481
164
$296K 0.12%
7,393
165
$291K 0.12%
3,142
-17
166
$290K 0.12%
4,645
167
$288K 0.12%
581
-3
168
$287K 0.12%
5,168
-32
169
$287K 0.12%
2,273
170
$287K 0.12%
15,569
171
$282K 0.12%
+2,077
172
$282K 0.12%
2,805
173
$281K 0.12%
15,224
174
$276K 0.11%
15,209
-80
175
$273K 0.11%
6,199
+1,091
5 6
7
8 9