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
$293M
AUM Growth
+$17.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
339
New
Increased
Reduced
Closed

Top Buys

1
+$3.64M
2
+$1.57M
3
+$1.36M
4
JNJ icon
Johnson & Johnson
JNJ
+$1.3M
5
PEP icon
PepsiCo
PEP
+$1.29M

Top Sells

1
+$1.72M
2
+$1.63M
3
+$1.37M
4
AMZN icon
Amazon
AMZN
+$1.21M
5
ABT icon
Abbott
ABT
+$1.17M

Sector Composition

1 Financials 11.91%
2 Technology 9.89%
3 Industrials 9.01%
4 Healthcare 7.98%
5 Consumer Discretionary 6.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$412K 0.14%
5,511
+7
202
$409K 0.14%
7,458
-130
203
$406K 0.14%
19,030
+47
204
$403K 0.14%
14,753
+8,596
205
$403K 0.14%
3,451
-50
206
$399K 0.14%
14,507
-25
207
$396K 0.14%
17,470
-300
208
$394K 0.13%
6,617
-105
209
$394K 0.13%
+24,157
210
$394K 0.13%
12,658
-329
211
$393K 0.13%
2,055
-10
212
$391K 0.13%
8,070
-57
213
$389K 0.13%
15,000
214
$388K 0.13%
18,536
-584
215
$384K 0.13%
6,468
-59
216
$383K 0.13%
5,782
-76
217
$380K 0.13%
15,000
218
$378K 0.13%
19,053
-260
219
$377K 0.13%
4,267
-65
220
$374K 0.13%
2,828
-30
221
$373K 0.13%
7,722
-122
222
$371K 0.13%
3,078
-45
223
$368K 0.13%
11,707
-319
224
$365K 0.12%
17,584
-408
225
$363K 0.12%
13,265
-241
7 8
9
10 11