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
$228M
AUM Growth
-$2.73M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
299
New
Increased
Reduced
Closed

Top Buys

1
+$1.09M
2
+$1.07M
3
+$1.05M
4
VTRS icon
Viatris
VTRS
+$1.05M
5
STJ
St Jude Medical
STJ
+$934K

Top Sells

1
+$1.53M
2
+$1.13M
3
+$1.07M
4
CI icon
Cigna
CI
+$924K
5
MSFT icon
Microsoft
MSFT
+$920K

Sector Composition

1 Financials 13.96%
2 Healthcare 13.39%
3 Technology 10.75%
4 Industrials 8.26%
5 Energy 7.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$247K 0.11%
7,751
202
$247K 0.11%
7,186
203
$245K 0.11%
+6,397
204
$244K 0.11%
582
205
$241K 0.11%
17,275
206
$241K 0.11%
2,468
207
$241K 0.11%
10,000
208
$239K 0.11%
2,516
209
$238K 0.1%
+5,766
210
$236K 0.1%
16,489
211
$235K 0.1%
2,452
212
$233K 0.1%
3,738
213
$231K 0.1%
9,806
214
$231K 0.1%
560
215
$231K 0.1%
10,000
216
$229K 0.1%
+8,582
217
$228K 0.1%
5,385
218
$223K 0.1%
3,965
219
$223K 0.1%
10,782
220
$223K 0.1%
2,595
221
$222K 0.1%
+13,816
222
$221K 0.1%
3,142
223
$219K 0.1%
5,586
224
$219K 0.1%
4,034
-4,032
225
$218K 0.1%
3,978
7 8
9
10 11