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
$273M
AUM Growth
+$13.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
349
New
Increased
Reduced
Closed

Top Buys

1
+$1.17M
2
+$1.1M
3
+$1.05M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$1.03M
5
MSFT icon
Microsoft
MSFT
+$766K

Top Sells

1
+$1.15M
2
+$1.04M
3
+$910K
4
JCI icon
Johnson Controls International
JCI
+$852K
5
CERN
Cerner Corp
CERN
+$850K

Sector Composition

1 Financials 11.76%
2 Technology 10.46%
3 Healthcare 9.24%
4 Industrials 8.69%
5 Consumer Discretionary 6.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$341K 0.12%
+6,504
202
$340K 0.12%
6,724
-144
203
$339K 0.12%
4,171
-2,829
204
$339K 0.12%
9,377
+3,432
205
$337K 0.12%
16,971
-354
206
$336K 0.12%
4,594
-136
207
$336K 0.12%
2,085
-43
208
$335K 0.12%
5,687
-121
209
$335K 0.12%
8,459
-276
210
$334K 0.12%
13,028
-278
211
$333K 0.12%
2,197
+93
212
$333K 0.12%
+6,152
213
$332K 0.12%
7,219
-150
214
$331K 0.12%
4,038
-89
215
$330K 0.12%
9,649
-200
216
$329K 0.12%
23,886
-496
217
$322K 0.12%
7,208
-150
218
$322K 0.12%
6,421
-141
219
$321K 0.12%
+20,981
220
$319K 0.12%
23,719
-495
221
$319K 0.12%
11,923
-253
222
$315K 0.12%
45,545
-948
223
$314K 0.11%
4,193
-90
224
$312K 0.11%
8,495
-177
225
$312K 0.11%
18,819
-557
7 8
9
10 11