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
$308M
AUM Growth
+$44.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
309
New
Increased
Reduced
Closed

Top Buys

1
+$2.95M
2
+$1.36M
3
+$1.07M
4
MA icon
Mastercard
MA
+$916K
5
DXCM icon
DexCom
DXCM
+$847K

Top Sells

1
+$3.34M
2
+$1.63M
3
+$883K
4
TMO icon
Thermo Fisher Scientific
TMO
+$839K
5
CF icon
CF Industries
CF
+$806K

Sector Composition

1 Technology 12.81%
2 Healthcare 10.34%
3 Financials 9.33%
4 Industrials 6.77%
5 Consumer Discretionary 6.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$311K 0.1%
+4,043
202
$310K 0.1%
3,318
+1,035
203
$309K 0.1%
34,268
204
$307K 0.1%
8,524
205
$307K 0.1%
4,431
206
$303K 0.1%
4,523
207
$298K 0.1%
4,145
208
$297K 0.1%
11,356
209
$294K 0.1%
9,732
-160
210
$294K 0.1%
+2,586
211
$293K 0.1%
1,451
-102
212
$292K 0.09%
4,646
-76
213
$289K 0.09%
12,760
214
$284K 0.09%
4,680
215
$282K 0.09%
7,551
216
$278K 0.09%
5,003
217
$271K 0.09%
+1,767
218
$270K 0.09%
+2,785
219
$267K 0.09%
+3,826
220
$266K 0.09%
1,196
221
$266K 0.09%
+6,922
222
$265K 0.09%
+3,300
223
$263K 0.09%
18,216
224
$260K 0.08%
10,794
225
$259K 0.08%
2,046
-2,051
7 8
9
10 11