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
$263M
AUM Growth
+$15.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
290
New
Increased
Reduced
Closed

Top Buys

1
+$1.63M
2
+$1.2M
3
+$1.03M
4
CRM icon
Salesforce
CRM
+$981K
5
BAX icon
Baxter International
BAX
+$785K

Top Sells

1
+$2.64M
2
+$970K
3
+$948K
4
NVDA icon
NVIDIA
NVDA
+$946K
5
CMCSA icon
Comcast
CMCSA
+$822K

Sector Composition

1 Technology 13.58%
2 Healthcare 9.85%
3 Financials 8.48%
4 Communication Services 6.97%
5 Consumer Discretionary 6.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$246K 0.09%
+6,072
202
$246K 0.09%
6,834
-69
203
$245K 0.09%
90,864
+79,574
204
$245K 0.09%
+2,770
205
$243K 0.09%
+2,482
206
$240K 0.09%
4,722
-52
207
$240K 0.09%
+12,760
208
$237K 0.09%
+5,154
209
$237K 0.09%
+12,293
210
$235K 0.09%
5,727
+83
211
$235K 0.09%
7,711
+112
212
$233K 0.09%
+13,430
213
$233K 0.09%
3,921
+58
214
$233K 0.09%
4,523
+66
215
$233K 0.09%
9,892
-110
216
$231K 0.09%
8,743
+127
217
$231K 0.09%
1,196
-215
218
$230K 0.09%
+2,982
219
$229K 0.09%
+8,899
220
$228K 0.09%
+5,872
221
$227K 0.09%
7,839
+114
222
$226K 0.09%
+14,427
223
$222K 0.08%
+2,283
224
$222K 0.08%
11,053
+160
225
$218K 0.08%
9,360
+136
7 8
9
10 11