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
$263M
AUM Growth
+$15.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
290
New
Increased
Reduced
Closed

Top Buys

1
+$1.63M
2
+$1.2M
3
+$1.03M
4
CRM icon
Salesforce
CRM
+$981K
5
BAX icon
Baxter International
BAX
+$785K

Top Sells

1
+$2.64M
2
+$970K
3
+$948K
4
NVDA icon
NVIDIA
NVDA
+$946K
5
CMCSA icon
Comcast
CMCSA
+$822K

Sector Composition

1 Technology 13.58%
2 Healthcare 9.85%
3 Financials 8.48%
4 Communication Services 6.97%
5 Consumer Discretionary 6.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$281K 0.11%
18,527
+238
177
$279K 0.11%
+8,524
178
$279K 0.11%
+3,591
179
$279K 0.11%
40,772
+22,612
180
$278K 0.11%
2,994
+44
181
$275K 0.1%
19,479
+281
182
$275K 0.1%
2,106
+31
183
$274K 0.1%
7,967
-12,971
184
$271K 0.1%
10,498
+152
185
$270K 0.1%
4,431
+64
186
$269K 0.1%
16,760
+242
187
$269K 0.1%
+7,011
188
$266K 0.1%
6,184
+58
189
$266K 0.1%
+10,380
190
$266K 0.1%
9,844
+142
191
$264K 0.1%
+24,213
192
$263K 0.1%
34,268
+479
193
$262K 0.1%
3,651
-39
194
$261K 0.1%
+10,949
195
$257K 0.1%
17,377
+250
196
$257K 0.1%
7,159
-78
197
$256K 0.1%
+5,398
198
$248K 0.09%
20,578
-213
199
$247K 0.09%
10,794
+156
200
$246K 0.09%
4,409
+63
6 7
8
9 10