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
$336M
AUM Growth
+$25.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
299
New
Increased
Reduced
Closed

Top Buys

1
+$2.26M
2
+$1.92M
3
+$1.89M
4
SBUX icon
Starbucks
SBUX
+$1.63M
5
FCX icon
Freeport-McMoran
FCX
+$897K

Top Sells

1
+$2.93M
2
+$1.94M
3
+$1.9M
4
MKTX icon
MarketAxess Holdings
MKTX
+$1.33M
5
TER icon
Teradyne
TER
+$881K

Sector Composition

1 Technology 18.6%
2 Industrials 7.91%
3 Healthcare 7.7%
4 Consumer Discretionary 7.08%
5 Financials 6.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$460K 0.14%
962
152
$456K 0.14%
8,675
153
$453K 0.14%
471
154
$447K 0.13%
2,178
155
$443K 0.13%
4,255
156
$442K 0.13%
12,303
157
$440K 0.13%
7,001
158
$439K 0.13%
2,002
159
$431K 0.13%
1,231
160
$431K 0.13%
7,865
161
$427K 0.13%
57,497
162
$423K 0.13%
6,731
163
$423K 0.13%
1,530
164
$417K 0.12%
5,114
165
$417K 0.12%
23,694
166
$413K 0.12%
4,372
167
$408K 0.12%
6,448
168
$403K 0.12%
14,675
169
$397K 0.12%
5,173
170
$396K 0.12%
9,137
171
$389K 0.12%
1,534
172
$385K 0.11%
10,026
173
$384K 0.11%
3,766
174
$384K 0.11%
1,460
175
$378K 0.11%
4,795
5 6
7
8 9