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
$207M
AUM Growth
-$20.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
287
New
Increased
Reduced
Closed

Top Buys

1
+$2.14M
2
+$1.36M
3
+$1.28M
4
CI icon
Cigna
CI
+$1.2M
5
PYPL icon
PayPal
PYPL
+$912K

Top Sells

1
+$2.53M
2
+$2.25M
3
+$1.81M
4
XOM icon
Exxon Mobil
XOM
+$1.32M
5
IBM icon
IBM
IBM
+$1.12M

Sector Composition

1 Financials 15.24%
2 Healthcare 12.72%
3 Technology 10.37%
4 Consumer Discretionary 8.37%
5 Communication Services 7.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$289K 0.14%
11,085
+1,110
177
$288K 0.14%
7,429
+910
178
$285K 0.14%
24,341
+2,916
179
$282K 0.14%
10,373
+1,241
180
$282K 0.14%
5,381
+645
181
$282K 0.14%
3,859
+462
182
$277K 0.13%
10,506
+1,258
183
$277K 0.13%
+6,336
184
$262K 0.13%
2,809
+341
185
$261K 0.13%
2,382
+286
186
$261K 0.13%
4,894
+585
187
$260K 0.13%
2,857
+341
188
$258K 0.12%
8,840
+1,089
189
$258K 0.12%
5,068
+606
190
$253K 0.12%
+6,319
191
$252K 0.12%
11,229
+1,362
192
$249K 0.12%
6,005
+720
193
$249K 0.12%
+5,752
194
$248K 0.12%
6,118
+733
195
$248K 0.12%
7,305
+871
196
$247K 0.12%
+5,070
197
$246K 0.12%
+29,807
198
$246K 0.12%
12,759
+1,551
199
$245K 0.12%
10,000
200
$245K 0.12%
5,827
+709
6 7
8
9 10