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
$230M
AUM Growth
+$12M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
307
New
Increased
Reduced
Closed

Top Buys

1
+$10.8M
2
+$2.08M
3
+$1.52M
4
MCK icon
McKesson
MCK
+$1.5M
5
TRIP icon
TripAdvisor
TRIP
+$1.18M

Top Sells

1
+$2.02M
2
+$1.42M
3
+$1.36M
4
HD icon
Home Depot
HD
+$1.3M
5
KRFT
KRAFT FOODS GROUP INC COM STK (VA)
KRFT
+$1.29M

Sector Composition

1 Financials 14.58%
2 Healthcare 12.99%
3 Technology 10.91%
4 Industrials 8.38%
5 Energy 7.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$277K 0.12%
4,830
-1,788
177
$276K 0.12%
+10,782
178
$271K 0.12%
15,980
179
$267K 0.12%
2,484
180
$265K 0.12%
5,385
181
$265K 0.12%
+1,122
182
$263K 0.11%
9,046
183
$261K 0.11%
+3,386
184
$260K 0.11%
21,425
185
$259K 0.11%
3,397
186
$259K 0.11%
5,639
187
$258K 0.11%
14,978
188
$258K 0.11%
+4,781
189
$256K 0.11%
9,125
190
$253K 0.11%
7,751
191
$251K 0.11%
+17,275
192
$251K 0.11%
17,345
193
$251K 0.11%
+11,654
194
$250K 0.11%
2,516
195
$249K 0.11%
+10,000
196
$247K 0.11%
10,612
197
$247K 0.11%
+7,186
198
$246K 0.11%
8,596
199
$245K 0.11%
2,468
200
$243K 0.11%
+10,000
6 7
8
9 10