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
$273M
AUM Growth
+$13.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
349
New
Increased
Reduced
Closed

Top Buys

1
+$1.17M
2
+$1.1M
3
+$1.05M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$1.03M
5
MSFT icon
Microsoft
MSFT
+$766K

Top Sells

1
+$1.15M
2
+$1.04M
3
+$910K
4
JCI icon
Johnson Controls International
JCI
+$852K
5
CERN
Cerner Corp
CERN
+$850K

Sector Composition

1 Financials 11.76%
2 Technology 10.46%
3 Healthcare 9.24%
4 Industrials 8.69%
5 Consumer Discretionary 6.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$384K 0.14%
9,595
-199
177
$384K 0.14%
7,632
+286
178
$383K 0.14%
9,283
+4,375
179
$380K 0.14%
2,992
-88
180
$378K 0.14%
+7,069
181
$376K 0.14%
3,633
-77
182
$376K 0.14%
7,967
+2,983
183
$376K 0.14%
13,966
-293
184
$375K 0.14%
24,365
+8,138
185
$372K 0.14%
+13,640
186
$372K 0.14%
33,331
-695
187
$370K 0.14%
21,039
-433
188
$368K 0.13%
2,702
+102
189
$366K 0.13%
5,596
-167
190
$366K 0.13%
30,288
-626
191
$364K 0.13%
9,742
-203
192
$358K 0.13%
4,304
-94
193
$357K 0.13%
3,003
-71
194
$356K 0.13%
2,212
-526
195
$355K 0.13%
1,516
+65
196
$354K 0.13%
4,379
+185
197
$351K 0.13%
2,056
-46
198
$351K 0.13%
4,880
-105
199
$345K 0.13%
1,101
+42
200
$341K 0.12%
4,205
-89
6 7
8
9 10