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
$308M
AUM Growth
+$44.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
309
New
Increased
Reduced
Closed

Top Buys

1
+$2.95M
2
+$1.36M
3
+$1.07M
4
MA icon
Mastercard
MA
+$916K
5
DXCM icon
DexCom
DXCM
+$847K

Top Sells

1
+$3.34M
2
+$1.63M
3
+$883K
4
TMO icon
Thermo Fisher Scientific
TMO
+$839K
5
CF icon
CF Industries
CF
+$806K

Sector Composition

1 Technology 12.81%
2 Healthcare 10.34%
3 Financials 9.33%
4 Industrials 6.77%
5 Consumer Discretionary 6.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$365K 0.12%
6,666
-115
177
$363K 0.12%
2,770
178
$361K 0.12%
18,527
179
$361K 0.12%
11,053
180
$359K 0.12%
4,905
181
$356K 0.12%
8,673
-133
182
$356K 0.12%
4,047
183
$353K 0.11%
5,095
+2,113
184
$352K 0.11%
8,743
185
$351K 0.11%
9,360
186
$350K 0.11%
9,844
187
$346K 0.11%
2,274
-37
188
$346K 0.11%
+7,693
189
$341K 0.11%
7,839
190
$340K 0.11%
+9,615
191
$340K 0.11%
24,366
192
$337K 0.11%
24,213
193
$336K 0.11%
2,994
194
$336K 0.11%
6,729
-105
195
$335K 0.11%
3,591
196
$332K 0.11%
3,916
-1,958
197
$328K 0.11%
7,044
-115
198
$327K 0.11%
2,106
199
$320K 0.1%
+6,247
200
$316K 0.1%
2,482
6 7
8
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