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
$217M
AUM Growth
+$21.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
224
New
Increased
Reduced
Closed

Top Buys

1
+$8.92M
2
+$2M
3
+$1.24M
4
NFX
Newfield Exploration
NFX
+$1.18M
5
DD icon
DuPont de Nemours
DD
+$1.14M

Top Sells

1
+$4.3M
2
+$1.73M
3
+$1.69M
4
SHW icon
Sherwin-Williams
SHW
+$1.17M
5
ORCL icon
Oracle
ORCL
+$1.16M

Sector Composition

1 Financials 15.95%
2 Technology 11.57%
3 Healthcare 11.44%
4 Energy 9.78%
5 Industrials 8.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$218K 0.1%
+14,008
177
$217K 0.1%
+4,784
178
$216K 0.1%
+12,618
179
$216K 0.1%
+4,047
180
$216K 0.1%
+7,587
181
$215K 0.1%
+914
182
$215K 0.1%
+8,966
183
$214K 0.1%
3,916
+1,011
184
$213K 0.1%
+3,277
185
$212K 0.1%
+4,047
186
$211K 0.1%
+14,975
187
$211K 0.1%
15,579
+4,023
188
$210K 0.1%
+3,248
189
$210K 0.1%
+3,372
190
$204K 0.09%
+7,024
191
$203K 0.09%
+932
192
$202K 0.09%
2,535
-9,529
193
$201K 0.09%
+8,092
194
$201K 0.09%
+6,375
195
$197K 0.09%
+10,894
196
$180K 0.08%
+12,458
197
$175K 0.08%
+16,167
198
$166K 0.08%
14,583
+3,764
199
$165K 0.08%
+12,302
200
$161K 0.07%
+1,156
5 6 7
8
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