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
$275M
AUM Growth
-$6.19M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
400
New
Increased
Reduced
Closed

Top Buys

1
+$5.66M
2
+$1.29M
3
+$1.23M
4
NOC icon
Northrop Grumman
NOC
+$1.15M
5
SBUX icon
Starbucks
SBUX
+$1.12M

Top Sells

1
+$1.36M
2
+$1.24M
3
+$1.14M
4
URI icon
United Rentals
URI
+$1.08M
5
DD
Du Pont De Nemours E I
DD
+$1.02M

Sector Composition

1 Financials 11.92%
2 Technology 10.91%
3 Industrials 8.99%
4 Healthcare 8.61%
5 Consumer Discretionary 6.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$393K 0.14%
15,000
202
$392K 0.14%
5,858
203
$391K 0.14%
8,127
204
$390K 0.14%
4,859
205
$387K 0.14%
13,506
206
$382K 0.14%
4,332
207
$381K 0.14%
4,745
208
$380K 0.14%
7,588
-413
209
$380K 0.14%
17,992
210
$378K 0.14%
15,000
211
$377K 0.14%
4,687
212
$375K 0.14%
4,881
-277
213
$374K 0.14%
14,343
-771
214
$373K 0.14%
3,408
215
$368K 0.13%
3,123
-179
216
$368K 0.13%
30,293
217
$364K 0.13%
4,689
218
$362K 0.13%
12,026
219
$361K 0.13%
18,983
+8,577
220
$361K 0.13%
1,842
-1,841
221
$356K 0.13%
6,527
222
$355K 0.13%
57,600
-3,400
223
$354K 0.13%
7,011
-7,015
224
$354K 0.13%
4,166
-4,174
225
$353K 0.13%
12,987
7 8
9
10 11