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
$253M
AUM Growth
-$15.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
339
New
Increased
Reduced
Closed

Top Buys

1
+$1.29M
2
+$1.03M
3
+$1.01M
4
EXAS icon
Exact Sciences
EXAS
+$1M
5
CHD icon
Church & Dwight Co
CHD
+$978K

Top Sells

1
+$1.27M
2
+$944K
3
+$830K
4
VZ icon
Verizon
VZ
+$802K
5
NVDA icon
NVIDIA
NVDA
+$781K

Sector Composition

1 Technology 9.83%
2 Financials 9.51%
3 Healthcare 8.75%
4 Industrials 7.03%
5 Communication Services 6.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$255K 0.1%
5,207
-4,076
177
$249K 0.1%
14,563
-1,330
178
$249K 0.1%
3,221
-910
179
$246K 0.1%
8,441
-6,597
180
$242K 0.1%
13,488
-10,543
181
$242K 0.1%
+3,501
182
$241K 0.1%
3,699
-2,894
183
$240K 0.1%
1,810
-2,333
184
$238K 0.09%
+11,785
185
$235K 0.09%
4,278
-3,344
186
$235K 0.09%
3,427
-2,680
187
$232K 0.09%
7,655
-5,985
188
$232K 0.09%
3,132
-2,464
189
$230K 0.09%
+4,759
190
$227K 0.09%
2,266
-1,772
191
$226K 0.09%
18,711
-14,620
192
$222K 0.09%
4,272
-3,338
193
$220K 0.09%
12,426
-9,711
194
$218K 0.09%
2,437
195
$217K 0.09%
14,391
-11,245
196
$216K 0.09%
+25,588
197
$216K 0.09%
2,908
-2,272
198
$213K 0.08%
10,940
-13,425
199
$212K 0.08%
7,518
-5,879
200
$211K 0.08%
1,172
-921
6 7
8
9 10