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
$291M
AUM Growth
+$16.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
379
New
Increased
Reduced
Closed

Top Buys

1
+$7.25M
2
+$2.11M
3
+$1.59M
4
CHK
Chesapeake Energy Corporation
CHK
+$1.06M
5
REGN icon
Regeneron Pharmaceuticals
REGN
+$978K

Top Sells

1
+$1.8M
2
+$1.3M
3
+$1.19M
4
SBUX icon
Starbucks
SBUX
+$977K
5
CI icon
Cigna
CI
+$944K

Sector Composition

1 Financials 11.72%
2 Technology 10.8%
3 Healthcare 9.4%
4 Industrials 7.84%
5 Consumer Discretionary 7.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$452K 0.16%
29,658
177
$450K 0.15%
7,208
-700
178
$448K 0.15%
20,142
179
$441K 0.15%
3,351
-298
180
$441K 0.15%
15,402
181
$435K 0.15%
8,371
182
$434K 0.15%
8,762
183
$434K 0.15%
9,309
-890
184
$431K 0.15%
21,221
185
$427K 0.15%
11,689
186
$425K 0.15%
10,910
-1,050
187
$424K 0.15%
14,638
188
$421K 0.14%
37,862
189
$419K 0.14%
13,933
190
$419K 0.14%
7,105
191
$415K 0.14%
8,011
-726
192
$414K 0.14%
3,787
-356
193
$412K 0.14%
12,495
-1,253
194
$412K 0.14%
16,621
195
$410K 0.14%
14,977
196
$410K 0.14%
2,685
197
$407K 0.14%
8,931
198
$407K 0.14%
20,540
199
$406K 0.14%
8,135
-813
200
$405K 0.14%
19,775
6 7
8
9 10