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
$334M
AUM Growth
+$16.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
321
New
Increased
Reduced
Closed

Top Buys

1
+$1.5M
2
+$1.08M
3
+$900K
4
TMO icon
Thermo Fisher Scientific
TMO
+$872K
5
EQIX icon
Equinix
EQIX
+$652K

Top Sells

1
+$1.91M
2
+$1.81M
3
+$1.24M
4
HD icon
Home Depot
HD
+$1.05M
5
MSFT icon
Microsoft
MSFT
+$1.01M

Sector Composition

1 Technology 17.14%
2 Healthcare 9.07%
3 Consumer Discretionary 8.64%
4 Financials 8.45%
5 Communication Services 7.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$311K 0.09%
7,249
-138
202
$311K 0.09%
+31,841
203
$310K 0.09%
15,422
204
$309K 0.09%
5,896
205
$307K 0.09%
18,753
206
$306K 0.09%
4,182
207
$304K 0.09%
22,537
208
$302K 0.09%
4,863
209
$302K 0.09%
3,608
210
$301K 0.09%
17,384
211
$300K 0.09%
4,646
212
$297K 0.09%
3,394
213
$296K 0.09%
4,334
-86
214
$296K 0.09%
2,320
215
$296K 0.09%
6,472
216
$296K 0.09%
6,616
217
$295K 0.09%
+1,044
218
$294K 0.09%
4,722
219
$288K 0.09%
1,982
-46
220
$285K 0.09%
5,482
221
$285K 0.09%
5,992
222
$282K 0.08%
1,892
+797
223
$281K 0.08%
10,187
224
$280K 0.08%
3,698
225
$280K 0.08%
17,261
7 8
9
10 11