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
$270M
AUM Growth
+$16.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
280
New
Increased
Reduced
Closed

Top Buys

1
+$1.03M
2
+$1.03M
3
+$916K
4
STZ icon
Constellation Brands
STZ
+$893K
5
WYNN icon
Wynn Resorts
WYNN
+$890K

Top Sells

1
+$7.97M
2
+$4.21M
3
+$1.48M
4
MSFT icon
Microsoft
MSFT
+$1.19M
5
AMZN icon
Amazon
AMZN
+$979K

Sector Composition

1 Technology 17.23%
2 Healthcare 8.84%
3 Consumer Discretionary 7.33%
4 Industrials 7.33%
5 Communication Services 6.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$371K 0.14%
1,251
+43
152
$370K 0.14%
17,052
+5,466
153
$369K 0.14%
3,766
+129
154
$368K 0.14%
7,407
+256
155
$366K 0.14%
12,802
-11,710
156
$363K 0.13%
+5,214
157
$362K 0.13%
+1,637
158
$359K 0.13%
+5,146
159
$358K 0.13%
1,413
+61
160
$357K 0.13%
1,749
+81
161
$354K 0.13%
9,305
+322
162
$354K 0.13%
9,335
+457
163
$353K 0.13%
2,124
+106
164
$349K 0.13%
5,229
+180
165
$347K 0.13%
2,038
+88
166
$347K 0.13%
+4,179
167
$345K 0.13%
9,226
+455
168
$339K 0.13%
10,026
+345
169
$339K 0.13%
6,894
+339
170
$338K 0.13%
2,804
+115
171
$337K 0.12%
+3,489
172
$335K 0.12%
2,761
+95
173
$334K 0.12%
+20,182
174
$329K 0.12%
2,139
+86
175
$328K 0.12%
+4,849
5 6
7
8 9