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
$207M
AUM Growth
-$20.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
287
New
Increased
Reduced
Closed

Top Buys

1
+$2.14M
2
+$1.36M
3
+$1.28M
4
CI icon
Cigna
CI
+$1.2M
5
PYPL icon
PayPal
PYPL
+$912K

Top Sells

1
+$2.53M
2
+$2.25M
3
+$1.81M
4
XOM icon
Exxon Mobil
XOM
+$1.32M
5
IBM icon
IBM
IBM
+$1.12M

Sector Composition

1 Financials 15.24%
2 Healthcare 12.72%
3 Technology 10.37%
4 Consumer Discretionary 8.37%
5 Communication Services 7.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$245K 0.12%
4,514
+549
202
$245K 0.12%
661
+79
203
$244K 0.12%
+1,261
204
$243K 0.12%
18,789
+2,300
205
$242K 0.12%
9,975
206
$242K 0.12%
10,000
207
$241K 0.12%
5,112
+626
208
$238K 0.11%
+3,493
209
$233K 0.11%
4,517
+539
210
$232K 0.11%
24,927
+14,029
211
$230K 0.11%
+10,777
212
$227K 0.11%
4,592
+558
213
$227K 0.11%
8,166
+980
214
$225K 0.11%
4,259
+521
215
$223K 0.11%
2,946
+351
216
$223K 0.11%
6,550
+784
217
$220K 0.11%
5,486
+656
218
$218K 0.11%
2,561
+293
219
$218K 0.11%
2,012
+230
220
$218K 0.11%
13,373
+1,600
221
$217K 0.1%
8,738
+1,051
222
$214K 0.1%
+6,451
223
$213K 0.1%
15,747
+1,931
224
$213K 0.1%
+2,580
225
$212K 0.1%
6,321
+776
7 8
9
10 11