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
$293M
AUM Growth
+$17.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
339
New
Increased
Reduced
Closed

Top Buys

1
+$3.64M
2
+$1.57M
3
+$1.36M
4
JNJ icon
Johnson & Johnson
JNJ
+$1.3M
5
PEP icon
PepsiCo
PEP
+$1.29M

Top Sells

1
+$1.72M
2
+$1.63M
3
+$1.37M
4
AMZN icon
Amazon
AMZN
+$1.21M
5
ABT icon
Abbott
ABT
+$1.17M

Sector Composition

1 Financials 11.91%
2 Technology 9.89%
3 Industrials 9.01%
4 Healthcare 7.98%
5 Consumer Discretionary 6.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$485K 0.17%
1,522
-22
177
$482K 0.16%
31,176
-294
178
$473K 0.16%
10,334
-212
179
$472K 0.16%
11,967
+6,735
180
$468K 0.16%
32,060
-232
181
$467K 0.16%
8,843
+4,067
182
$463K 0.16%
46,887
+18,109
183
$461K 0.16%
6,350
-100
184
$459K 0.16%
8,525
-10
185
$459K 0.16%
36,602
-133
186
$458K 0.16%
8,017
-163
187
$455K 0.16%
14,076
-225
188
$452K 0.15%
6,290
-148
189
$450K 0.15%
14,024
-241
190
$449K 0.15%
24,589
-525
191
$448K 0.15%
14,774
+6,925
192
$446K 0.15%
6,742
-143
193
$443K 0.15%
5,695
-86
194
$443K 0.15%
27,117
+6,477
195
$437K 0.15%
1,163
-18
196
$427K 0.15%
10,101
-156
197
$425K 0.15%
4,718
-27
198
$423K 0.14%
4,805
-76
199
$422K 0.14%
21,970
-330
200
$417K 0.14%
15,198
-231
6 7
8
9 10