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
$294M
AUM Growth
+$1.15M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
357
New
Increased
Reduced
Closed

Top Buys

1
+$4.12M
2
+$2M
3
+$1.53M
4
CPB icon
Campbell Soup
CPB
+$924K
5
ALB icon
Albemarle
ALB
+$848K

Top Sells

1
+$1.26M
2
+$1.05M
3
+$1.02M
4
EQCO.CL
Equity Commonwealth
EQCO.CL
+$1.02M
5
EA icon
Electronic Arts
EA
+$927K

Sector Composition

1 Financials 11.4%
2 Technology 9.42%
3 Healthcare 8.78%
4 Industrials 8.44%
5 Consumer Discretionary 7.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$481K 0.16%
20,000
177
$481K 0.16%
796
-20
178
$480K 0.16%
7,860
-192
179
$478K 0.16%
36,805
180
$477K 0.16%
+2,294
181
$469K 0.16%
31,176
182
$467K 0.16%
20,472
+8,729
183
$467K 0.16%
10,727
-5,286
184
$464K 0.16%
+1,292
185
$460K 0.16%
6,619
-6,938
186
$458K 0.16%
+21,729
187
$455K 0.15%
6,290
188
$455K 0.15%
32,060
189
$454K 0.15%
10,170
-268
190
$450K 0.15%
6,660
+3,063
191
$448K 0.15%
10,334
192
$447K 0.15%
24,589
193
$447K 0.15%
8,843
194
$447K 0.15%
17,535
195
$438K 0.15%
5,134
196
$435K 0.15%
4,685
-120
197
$435K 0.15%
27,191
198
$431K 0.15%
7,267
-191
199
$424K 0.14%
8,525
200
$418K 0.14%
19,540
-9,622
6 7
8
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