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
$248M
AUM Growth
+$43.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
273
New
Increased
Reduced
Closed

Top Buys

1
+$2.52M
2
+$1.69M
3
+$1.11M
4
BMY icon
Bristol-Myers Squibb
BMY
+$884K
5
RTX icon
RTX Corp
RTX
+$863K

Top Sells

1
+$16.3M
2
+$1.38M
3
+$1.3M
4
MKTX icon
MarketAxess Holdings
MKTX
+$1.13M
5
PYPL icon
PayPal
PYPL
+$1.04M

Sector Composition

1 Technology 11.48%
2 Healthcare 10.05%
3 Financials 8.39%
4 Communication Services 6.69%
5 Consumer Staples 6.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$279K 0.11%
+6,834
177
$277K 0.11%
+7,442
178
$275K 0.11%
3,690
179
$271K 0.11%
+4,367
180
$270K 0.11%
20,791
181
$270K 0.11%
+3,863
182
$267K 0.11%
+21,859
183
$266K 0.11%
+1,411
184
$266K 0.11%
7,237
185
$265K 0.11%
+6,126
186
$265K 0.11%
+261
187
$264K 0.11%
+2,075
188
$262K 0.11%
+10,638
189
$259K 0.1%
+2,180
190
$259K 0.1%
4,774
191
$257K 0.1%
+5,644
192
$257K 0.1%
16,518
+2,812
193
$256K 0.1%
10,002
194
$255K 0.1%
+6,080
195
$252K 0.1%
+2,386
196
$252K 0.1%
+10,893
197
$248K 0.1%
+4,346
198
$246K 0.1%
+7,790
199
$246K 0.1%
+10,346
200
$245K 0.1%
8,775
-5,788
6 7
8
9 10