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
$241M
AUM Growth
-$55.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
265
New
Increased
Reduced
Closed

Top Buys

1
+$3.62M
2
+$1.31M
3
+$1.24M
4
CMI icon
Cummins
CMI
+$992K
5
PWR icon
Quanta Services
PWR
+$875K

Top Sells

1
+$1.02M
2
+$980K
3
+$839K
4
AAPL icon
Apple
AAPL
+$816K
5
MSFT icon
Microsoft
MSFT
+$782K

Sector Composition

1 Technology 16.63%
2 Healthcare 8.4%
3 Consumer Discretionary 7.93%
4 Industrials 7.37%
5 Communication Services 7.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$273K 0.11%
21,869
+6,991
177
$270K 0.11%
9,127
178
$269K 0.11%
8,577
-52
179
$265K 0.11%
3,637
180
$260K 0.11%
7,201
-40
181
$260K 0.11%
9,346
182
$256K 0.11%
14,171
183
$256K 0.11%
8,965
-44
184
$246K 0.1%
+2,164
185
$242K 0.1%
4,790
-27
186
$241K 0.1%
2,187
187
$234K 0.1%
3,746
188
$233K 0.1%
44,133
-229
189
$232K 0.1%
2,601
-12
190
$230K 0.1%
4,231
191
$228K 0.09%
9,589
192
$228K 0.09%
4,505
193
$225K 0.09%
5,797
194
$225K 0.09%
1,035
-8
195
$225K 0.09%
2,772
196
$224K 0.09%
4,754
-24
197
$216K 0.09%
5,482
198
$216K 0.09%
3,727
199
$213K 0.09%
979
200
$210K 0.09%
6,498
6 7
8
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