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
$260M
AUM Growth
+$29.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
342
New
Increased
Reduced
Closed

Top Buys

1
+$1.35M
2
+$1.3M
3
+$1.14M
4
ADBE icon
Adobe
ADBE
+$933K
5
ABBV icon
AbbVie
ABBV
+$929K

Top Sells

1
+$2.48M
2
+$1.08M
3
+$1.01M
4
APTV icon
Aptiv
APTV
+$1M
5
DOCU icon
DocuSign
DOCU
+$982K

Sector Composition

1 Financials 11.58%
2 Technology 9.59%
3 Healthcare 9.21%
4 Industrials 9.03%
5 Consumer Discretionary 7.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$408K 0.16%
+3,767
177
$399K 0.15%
34,026
-289
178
$399K 0.15%
6,237
-53
179
$397K 0.15%
22,598
-192
180
$396K 0.15%
9,794
-83
181
$396K 0.15%
7,346
182
$391K 0.15%
19,770
-24,870
183
$390K 0.15%
+7,358
184
$388K 0.15%
8,131
-8,141
185
$385K 0.15%
4,450
-38
186
$385K 0.15%
14,259
-121
187
$384K 0.15%
10,247
-87
188
$381K 0.15%
13,008
-110
189
$375K 0.14%
15,526
-132
190
$371K 0.14%
12,072
+3,944
191
$368K 0.14%
21,546
-183
192
$365K 0.14%
5,776
193
$363K 0.14%
8,735
-75
194
$362K 0.14%
4,398
-37
195
$359K 0.14%
2,572
196
$358K 0.14%
7,435
197
$355K 0.14%
9,945
-84
198
$353K 0.14%
4,294
-36
199
$352K 0.14%
2,600
200
$351K 0.14%
+1,846
6 7
8
9 10