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
$334M
AUM Growth
+$16.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
321
New
Increased
Reduced
Closed

Top Buys

1
+$1.5M
2
+$1.08M
3
+$900K
4
TMO icon
Thermo Fisher Scientific
TMO
+$872K
5
EQIX icon
Equinix
EQIX
+$652K

Top Sells

1
+$1.91M
2
+$1.81M
3
+$1.24M
4
HD icon
Home Depot
HD
+$1.05M
5
MSFT icon
Microsoft
MSFT
+$1.01M

Sector Composition

1 Technology 17.14%
2 Healthcare 9.07%
3 Consumer Discretionary 8.64%
4 Financials 8.45%
5 Communication Services 7.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$405K 0.12%
7,250
177
$403K 0.12%
1,929
-36
178
$398K 0.12%
6,369
-6,634
179
$394K 0.12%
20,915
180
$390K 0.12%
+10,918
181
$378K 0.11%
+9,019
182
$378K 0.11%
10,431
183
$377K 0.11%
15,817
184
$375K 0.11%
2,440
185
$372K 0.11%
6,592
186
$371K 0.11%
5,140
-5,338
187
$370K 0.11%
4,061
188
$369K 0.11%
6,578
-127
189
$361K 0.11%
36,425
190
$357K 0.11%
5,909
-117
191
$348K 0.1%
2,537
192
$346K 0.1%
2,699
-47
193
$339K 0.1%
4,823
-96
194
$338K 0.1%
1,555
195
$335K 0.1%
8,739
196
$332K 0.1%
9,775
-9,820
197
$330K 0.1%
1,939
198
$329K 0.1%
5,891
199
$329K 0.1%
4,160
200
$312K 0.09%
14,706
-295
6 7
8
9 10