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
$275M
AUM Growth
-$6.19M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
400
New
Increased
Reduced
Closed

Top Buys

1
+$5.66M
2
+$1.29M
3
+$1.23M
4
NOC icon
Northrop Grumman
NOC
+$1.15M
5
SBUX icon
Starbucks
SBUX
+$1.12M

Top Sells

1
+$1.36M
2
+$1.24M
3
+$1.14M
4
URI icon
United Rentals
URI
+$1.08M
5
DD
Du Pont De Nemours E I
DD
+$1.02M

Sector Composition

1 Financials 11.92%
2 Technology 10.91%
3 Industrials 8.99%
4 Healthcare 8.61%
5 Consumer Discretionary 6.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$472K 0.17%
+20,640
177
$471K 0.17%
37,567
178
$468K 0.17%
11,336
179
$461K 0.17%
14,265
180
$451K 0.16%
844
181
$450K 0.16%
36,735
182
$448K 0.16%
5,781
-333
183
$447K 0.16%
+5,078
184
$447K 0.16%
8,180
185
$445K 0.16%
25,114
186
$444K 0.16%
20,563
187
$442K 0.16%
4,232
188
$432K 0.16%
6,885
189
$420K 0.15%
19,120
190
$419K 0.15%
3,501
-557
191
$413K 0.15%
6,722
-372
192
$410K 0.15%
15,739
193
$409K 0.15%
+7,517
194
$409K 0.15%
32,292
+15,705
195
$408K 0.15%
4,489
196
$405K 0.15%
17,770
197
$404K 0.15%
22,300
-1,280
198
$401K 0.15%
7,844
199
$399K 0.14%
4,697
200
$398K 0.14%
2,858
6 7
8
9 10