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
$248M
AUM Growth
+$43.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
273
New
Increased
Reduced
Closed

Top Buys

1
+$2.52M
2
+$1.69M
3
+$1.11M
4
BMY icon
Bristol-Myers Squibb
BMY
+$884K
5
RTX icon
RTX Corp
RTX
+$863K

Top Sells

1
+$16.3M
2
+$1.38M
3
+$1.3M
4
MKTX icon
MarketAxess Holdings
MKTX
+$1.13M
5
PYPL icon
PayPal
PYPL
+$1.04M

Sector Composition

1 Technology 11.48%
2 Healthcare 10.05%
3 Financials 8.39%
4 Communication Services 6.69%
5 Consumer Staples 6.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$244K 0.1%
+4,081
202
$239K 0.1%
+4,962
203
$237K 0.1%
1,293
-1,282
204
$237K 0.1%
+7,725
205
$235K 0.09%
+4,457
206
$233K 0.09%
18,645
207
$230K 0.09%
2,950
-2,123
208
$226K 0.09%
+8,616
209
$226K 0.09%
10,170
+1,729
210
$225K 0.09%
+4,931
211
$225K 0.09%
13,553
+2,305
212
$223K 0.09%
+7,599
213
$221K 0.09%
+5,745
214
$221K 0.09%
+3,771
215
$221K 0.09%
2,809
-692
216
$216K 0.09%
+3,881
217
$213K 0.09%
+4,131
218
$206K 0.08%
17,342
+2,951
219
$204K 0.08%
+9,224
220
$203K 0.08%
+1,780
221
$203K 0.08%
+14,430
222
$195K 0.08%
13,520
+2,296
223
$194K 0.08%
14,200
+2,415
224
$187K 0.08%
17,127
+2,912
225
$183K 0.07%
995
+169
7 8
9
10 11