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
$254M
AUM Growth
+$29.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
259
New
Increased
Reduced
Closed

Top Buys

1
+$7.97M
2
+$2.76M
3
+$1.48M
4
OXY icon
Occidental Petroleum
OXY
+$688K
5
GNRC icon
Generac Holdings
GNRC
+$675K

Top Sells

1
+$887K
2
+$788K
3
+$720K
4
BMY icon
Bristol-Myers Squibb
BMY
+$718K
5
HON icon
Honeywell
HON
+$710K

Sector Composition

1 Technology 16.25%
2 Healthcare 8.06%
3 Consumer Discretionary 6.99%
4 Financials 6.86%
5 Industrials 6.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$353K 0.14%
1,668
-45
152
$351K 0.14%
8,154
-241
153
$351K 0.14%
36,992
-984
154
$345K 0.14%
5,484
-147
155
$344K 0.14%
5,013
-155
156
$343K 0.14%
5,836
-172
157
$342K 0.13%
18,971
+3,747
158
$341K 0.13%
4,645
159
$338K 0.13%
1,352
-34
160
$332K 0.13%
+10,423
161
$330K 0.13%
21,869
162
$329K 0.13%
2,689
-63
163
$328K 0.13%
8,339
-238
164
$327K 0.13%
4,390
165
$324K 0.13%
14,171
166
$319K 0.13%
48,848
+16,216
167
$317K 0.12%
7,088
+1,896
168
$315K 0.12%
8,983
+2,606
169
$313K 0.12%
+9,681
170
$312K 0.12%
3,637
171
$310K 0.12%
8,878
-251
172
$310K 0.12%
6,555
-13,665
173
$307K 0.12%
4,523
-127
174
$306K 0.12%
9,804
-208
175
$305K 0.12%
4,530
5 6
7
8 9