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
$230M
AUM Growth
-$49.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
343
New
Increased
Reduced
Closed

Top Buys

1
+$3.75M
2
+$1.27M
3
+$982K
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$707K
5
UNH icon
UnitedHealth
UNH
+$564K

Top Sells

1
+$1.44M
2
+$1.18M
3
+$918K
4
AMGN icon
Amgen
AMGN
+$723K
5
RHT
Red Hat Inc
RHT
+$677K

Sector Composition

1 Financials 11.86%
2 Technology 9.48%
3 Healthcare 8.83%
4 Industrials 8.49%
5 Consumer Discretionary 6.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$341K 0.15%
5,721
177
$340K 0.15%
7,435
-8,097
178
$339K 0.15%
5,394
179
$339K 0.15%
+24,862
180
$339K 0.15%
7,134
+1,402
181
$339K 0.15%
7,909
182
$338K 0.15%
4,435
183
$338K 0.15%
6,270
184
$337K 0.15%
5,769
185
$336K 0.15%
3,983
-165
186
$334K 0.15%
8,810
187
$331K 0.14%
7,205
188
$330K 0.14%
2,600
-108
189
$330K 0.14%
31,176
190
$328K 0.14%
7,847
191
$327K 0.14%
11,859
192
$325K 0.14%
4,488
193
$324K 0.14%
15,598
194
$323K 0.14%
14,507
195
$320K 0.14%
23,214
196
$319K 0.14%
1,923
197
$317K 0.14%
5,857
198
$317K 0.14%
7,722
199
$317K 0.14%
4,770
200
$312K 0.14%
744
-30
6 7
8
9 10