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
$230M
AUM Growth
+$12M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
307
New
Increased
Reduced
Closed

Top Buys

1
+$10.8M
2
+$2.08M
3
+$1.52M
4
MCK icon
McKesson
MCK
+$1.5M
5
TRIP icon
TripAdvisor
TRIP
+$1.18M

Top Sells

1
+$2.02M
2
+$1.42M
3
+$1.36M
4
HD icon
Home Depot
HD
+$1.3M
5
KRFT
KRAFT FOODS GROUP INC COM STK (VA)
KRFT
+$1.29M

Sector Composition

1 Financials 14.58%
2 Healthcare 12.99%
3 Technology 10.91%
4 Industrials 8.38%
5 Energy 7.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$241K 0.1%
+15,472
202
$240K 0.1%
22,557
203
$240K 0.1%
9,867
204
$239K 0.1%
+560
205
$239K 0.1%
3,978
206
$238K 0.1%
3,965
207
$238K 0.1%
+9,806
208
$236K 0.1%
4,462
209
$236K 0.1%
+4,971
210
$233K 0.1%
+575
211
$233K 0.1%
9,248
212
$230K 0.1%
4,736
213
$229K 0.1%
9,461
214
$228K 0.1%
+11,855
215
$226K 0.1%
+2,595
216
$224K 0.1%
+838
217
$223K 0.1%
14,265
218
$223K 0.1%
+7,277
219
$223K 0.1%
+2,453
220
$222K 0.1%
+6,761
221
$221K 0.1%
+9,207
222
$221K 0.1%
2,452
223
$221K 0.1%
+9,132
224
$221K 0.1%
14,983
225
$219K 0.1%
1,209
7 8
9
10 11