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
$270M
AUM Growth
+$16.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
280
New
Increased
Reduced
Closed

Top Buys

1
+$1.03M
2
+$1.03M
3
+$916K
4
STZ icon
Constellation Brands
STZ
+$893K
5
WYNN icon
Wynn Resorts
WYNN
+$890K

Top Sells

1
+$7.97M
2
+$4.21M
3
+$1.48M
4
MSFT icon
Microsoft
MSFT
+$1.19M
5
AMZN icon
Amazon
AMZN
+$979K

Sector Composition

1 Technology 17.23%
2 Healthcare 8.84%
3 Consumer Discretionary 7.33%
4 Industrials 7.33%
5 Communication Services 6.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$326K 0.12%
14,675
+504
177
$324K 0.12%
4,381
+150
178
$319K 0.12%
2,905
+100
179
$315K 0.12%
7,656
+263
180
$315K 0.12%
5,677
+195
181
$315K 0.12%
4,691
+161
182
$313K 0.12%
4,744
+163
183
$312K 0.12%
+18,175
184
$309K 0.11%
6,590
-12,190
185
$307K 0.11%
19,647
+676
186
$306K 0.11%
2,354
+81
187
$304K 0.11%
21,453
+743
188
$303K 0.11%
4,900
-2,991
189
$299K 0.11%
1,426
-638
190
$297K 0.11%
2,650
+111
191
$297K 0.11%
9,679
+333
192
$296K 0.11%
+6,498
193
$295K 0.11%
3,879
+133
194
$294K 0.11%
8,614
+460
195
$290K 0.11%
19,400
+666
196
$285K 0.11%
9,452
+325
197
$284K 0.1%
26,746
+11,002
198
$278K 0.1%
8,772
+433
199
$274K 0.1%
45,087
+2,110
200
$273K 0.1%
2,161
+74
6 7
8
9 10