CIM
CIM Investment Management Portfolio holdings
AUM
$525M
1-Year Return
18.97%
This Quarter Return
+10.82%
1 Year Return
+18.97%
3 Year Return
+87.66%
5 Year Return
+127.31%
10 Year Return
+233.62%
AUM
$336M
AUM Growth
+$25.3M
(+8.1%)
Cap. Flow
-$1.45M
Cap. Flow
% of AUM
-0.43%
Top 10 Holdings %
Top 10 Hldgs %
45.85%
Holding
299
New
12
Increased
8
Reduced
7
Closed
14
Top Buys
| 1 |
Microsoft
MSFT
|
+$2.26M |
| 2 |
McDonald's
MCD
|
+$1.92M |
| 3 |
Berkshire Hathaway Class B
BRK.B
|
+$1.89M |
| 4 |
Starbucks
SBUX
|
+$1.63M |
| 5 |
Freeport-McMoran
FCX
|
+$897K |
Top Sells
| 1 |
NVIDIA
NVDA
|
+$2.93M |
| 2 |
Netflix
NFLX
|
+$1.94M |
| 3 |
Home Depot
HD
|
+$1.9M |
| 4 |
MarketAxess Holdings
MKTX
|
+$1.33M |
| 5 |
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% |
