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
$254M
AUM Growth
+$29.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
259
New
Increased
Reduced
Closed

Top Buys

1
+$7.97M
2
+$2.76M
3
+$1.48M
4
OXY icon
Occidental Petroleum
OXY
+$688K
5
GNRC icon
Generac Holdings
GNRC
+$675K

Top Sells

1
+$887K
2
+$788K
3
+$720K
4
BMY icon
Bristol-Myers Squibb
BMY
+$718K
5
HON icon
Honeywell
HON
+$710K

Sector Composition

1 Technology 16.25%
2 Healthcare 8.06%
3 Consumer Discretionary 6.99%
4 Financials 6.86%
5 Industrials 6.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$304K 0.12%
3,746
177
$300K 0.12%
2,018
-59
178
$299K 0.12%
4,231
179
$295K 0.12%
+20,710
180
$283K 0.11%
2,757
181
$283K 0.11%
7,151
182
$281K 0.11%
3,388
-96
183
$279K 0.11%
3,057
-85
184
$277K 0.11%
1,950
-50
185
$271K 0.11%
+5,049
186
$271K 0.11%
18,734
187
$266K 0.1%
+7,855
188
$262K 0.1%
2,772
189
$256K 0.1%
9,346
190
$255K 0.1%
2,273
191
$250K 0.1%
7,393
192
$249K 0.1%
2,805
193
$245K 0.1%
+22,316
194
$245K 0.1%
+5,926
195
$243K 0.1%
+2,666
196
$241K 0.09%
21,497
197
$239K 0.09%
9,127
198
$239K 0.09%
1,481
199
$238K 0.09%
565
-16
200
$237K 0.09%
4,581
+1,238
6 7
8
9 10