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
$260M
AUM Growth
+$29.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
342
New
Increased
Reduced
Closed

Top Buys

1
+$1.35M
2
+$1.3M
3
+$1.14M
4
ADBE icon
Adobe
ADBE
+$933K
5
ABBV icon
AbbVie
ABBV
+$929K

Top Sells

1
+$2.48M
2
+$1.08M
3
+$1.01M
4
APTV icon
Aptiv
APTV
+$1M
5
DOCU icon
DocuSign
DOCU
+$982K

Sector Composition

1 Financials 11.58%
2 Technology 9.59%
3 Healthcare 9.21%
4 Industrials 9.03%
5 Consumer Discretionary 7.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$349K 0.13%
+3,080
202
$349K 0.13%
53,734
-456
203
$348K 0.13%
5,375
-46
204
$348K 0.13%
1,906
-17
205
$346K 0.13%
12,688
-12,670
206
$346K 0.13%
3,984
-34
207
$343K 0.13%
1,451
-1,461
208
$340K 0.13%
13,913
-118
209
$340K 0.13%
+2,102
210
$340K 0.13%
14,385
-122
211
$340K 0.13%
9,849
-84
212
$339K 0.13%
30,914
-262
213
$339K 0.13%
23,018
-196
214
$336K 0.13%
2,128
-18
215
$336K 0.13%
28,371
-241
216
$335K 0.13%
17,325
-147
217
$335K 0.13%
+3,651
218
$334K 0.13%
46,493
-394
219
$334K 0.13%
2,694
220
$333K 0.13%
4,194
-12,598
221
$333K 0.13%
2,104
222
$328K 0.13%
+13,440
223
$328K 0.13%
13,237
-112
224
$324K 0.12%
5,727
-774
225
$324K 0.12%
6,562
-411
7 8
9
10 11