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
$336M
AUM Growth
+$25.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
299
New
Increased
Reduced
Closed

Top Buys

1
+$2.26M
2
+$1.92M
3
+$1.89M
4
SBUX icon
Starbucks
SBUX
+$1.63M
5
FCX icon
Freeport-McMoran
FCX
+$897K

Top Sells

1
+$2.93M
2
+$1.94M
3
+$1.9M
4
MKTX icon
MarketAxess Holdings
MKTX
+$1.33M
5
TER icon
Teradyne
TER
+$881K

Sector Composition

1 Technology 18.6%
2 Industrials 7.91%
3 Healthcare 7.7%
4 Consumer Discretionary 7.08%
5 Financials 6.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$376K 0.11%
6,205
177
$367K 0.11%
5,498
178
$367K 0.11%
5,114
179
$366K 0.11%
2,755
180
$365K 0.11%
2,365
181
$355K 0.11%
5,069
182
$355K 0.11%
606
183
$351K 0.1%
6,158
184
$350K 0.1%
7,220
185
$347K 0.1%
6,016
186
$346K 0.1%
38,084
187
$346K 0.1%
1,752
188
$345K 0.1%
18,670
+8,418
189
$345K 0.1%
2,405
190
$345K 0.1%
4,650
191
$344K 0.1%
13,162
192
$341K 0.1%
3,146
193
$340K 0.1%
2,129
194
$338K 0.1%
8,578
195
$336K 0.1%
1,426
196
$332K 0.1%
7,656
197
$332K 0.1%
3,587
198
$332K 0.1%
37,988
199
$331K 0.1%
3,422
200
$328K 0.1%
8,416
6 7
8
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