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
$228M
AUM Growth
-$2.73M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
299
New
Increased
Reduced
Closed

Top Buys

1
+$1.09M
2
+$1.07M
3
+$1.05M
4
VTRS icon
Viatris
VTRS
+$1.05M
5
STJ
St Jude Medical
STJ
+$934K

Top Sells

1
+$1.53M
2
+$1.13M
3
+$1.07M
4
CI icon
Cigna
CI
+$924K
5
MSFT icon
Microsoft
MSFT
+$920K

Sector Composition

1 Financials 13.96%
2 Healthcare 13.39%
3 Technology 10.75%
4 Industrials 8.26%
5 Energy 7.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$282K 0.12%
3,397
177
$280K 0.12%
10,612
178
$278K 0.12%
5,118
-2,195
179
$275K 0.12%
14,978
180
$272K 0.12%
9,248
181
$271K 0.12%
4,309
-4,314
182
$270K 0.12%
+3,580
183
$266K 0.12%
+1,064
184
$265K 0.12%
5,501
185
$264K 0.12%
4,264
186
$262K 0.12%
1,471
187
$261K 0.11%
+7,687
188
$261K 0.11%
5,639
189
$261K 0.11%
9,125
190
$260K 0.11%
3,199
191
$260K 0.11%
6,519
192
$258K 0.11%
5,564
193
$257K 0.11%
4,486
194
$257K 0.11%
17,345
195
$256K 0.11%
+21,368
196
$254K 0.11%
9,046
197
$254K 0.11%
4,462
198
$253K 0.11%
+4,761
199
$251K 0.11%
2,860
200
$250K 0.11%
+4,784
6 7
8
9 10