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
$273M
AUM Growth
-$20.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
297
New
Increased
Reduced
Closed

Top Buys

1
+$715K
2
+$673K
3
+$648K
4
CL icon
Colgate-Palmolive
CL
+$578K
5
WMT icon
Walmart Inc. Common Stock
WMT
+$545K

Top Sells

1
+$4.76M
2
+$1.38M
3
+$1.08M
4
AKAM icon
Akamai
AKAM
+$975K
5
UBER icon
Uber
UBER
+$759K

Sector Composition

1 Technology 17.64%
2 Healthcare 8.73%
3 Consumer Discretionary 7.5%
4 Industrials 7.39%
5 Communication Services 6.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$374K 0.14%
5,114
152
$372K 0.14%
9,388
153
$372K 0.14%
3,999
154
$369K 0.14%
9,029
-221
155
$367K 0.13%
5,292
-133
156
$366K 0.13%
7,220
157
$357K 0.13%
4,752
-107
158
$356K 0.13%
23,694
-555
159
$352K 0.13%
5,069
-86
160
$348K 0.13%
14,675
161
$348K 0.13%
+38,084
162
$347K 0.13%
8,578
-218
163
$346K 0.13%
10,026
164
$344K 0.13%
12,562
-268
165
$339K 0.12%
+15,016
166
$336K 0.12%
1,389
167
$332K 0.12%
2,755
-54
168
$331K 0.12%
5,114
-110
169
$328K 0.12%
1,426
170
$327K 0.12%
5,498
171
$326K 0.12%
2,178
-727
172
$316K 0.12%
+1,941
173
$316K 0.12%
6,874
-16,493
174
$314K 0.11%
17,052
175
$312K 0.11%
1,534
5 6
7
8 9