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
$310M
AUM Growth
+$37.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
291
New
Increased
Reduced
Closed

Top Buys

1
+$2.35M
2
+$472K
3
+$279K
4
CYTK icon
Cytokinetics
CYTK
+$263K
5
COF icon
Capital One
COF
+$258K

Top Sells

1
+$339K
2
+$274K
3
+$254K
4
MHO icon
M/I Homes
MHO
+$245K
5
MRNA icon
Moderna
MRNA
+$217K

Sector Composition

1 Technology 18.36%
2 Healthcare 8.18%
3 Industrials 7.64%
4 Consumer Discretionary 7.27%
5 Communication Services 6.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$348K 0.11%
7,220
177
$339K 0.11%
5,114
178
$333K 0.11%
4,116
179
$333K 0.11%
4,381
180
$332K 0.11%
3,422
181
$332K 0.11%
6,448
182
$325K 0.1%
2,592
183
$321K 0.1%
4,795
184
$321K 0.1%
10,252
185
$321K 0.1%
1,426
186
$320K 0.1%
6,095
187
$319K 0.1%
57,497
188
$318K 0.1%
7,656
189
$318K 0.1%
6,137
190
$315K 0.1%
4,255
191
$313K 0.1%
26,746
192
$313K 0.1%
5,498
193
$312K 0.1%
1,460
194
$311K 0.1%
8,416
195
$310K 0.1%
8,578
196
$309K 0.1%
7,997
197
$308K 0.1%
2,129
198
$307K 0.1%
17,052
199
$303K 0.1%
1,752
200
$300K 0.1%
19,647
6 7
8
9 10