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
$241M
AUM Growth
-$55.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
265
New
Increased
Reduced
Closed

Top Buys

1
+$3.62M
2
+$1.31M
3
+$1.24M
4
CMI icon
Cummins
CMI
+$992K
5
PWR icon
Quanta Services
PWR
+$875K

Top Sells

1
+$1.02M
2
+$980K
3
+$839K
4
AAPL icon
Apple
AAPL
+$816K
5
MSFT icon
Microsoft
MSFT
+$782K

Sector Composition

1 Technology 16.63%
2 Healthcare 8.4%
3 Consumer Discretionary 7.93%
4 Industrials 7.37%
5 Communication Services 7.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$208K 0.09%
5,647
202
$208K 0.09%
1,393
203
$205K 0.09%
1,967
-12
204
$205K 0.09%
19,082
205
$203K 0.08%
3,214
206
$203K 0.08%
5,284
207
$202K 0.08%
1,057
208
$201K 0.08%
4,910
209
$192K 0.08%
13,862
210
$185K 0.08%
13,761
211
$177K 0.07%
671
212
$174K 0.07%
+15,744
213
$172K 0.07%
548
214
$167K 0.07%
47,773
215
$165K 0.07%
47,450
216
$161K 0.07%
+11,186
217
$156K 0.06%
32,632
218
$145K 0.06%
20,191
219
$130K 0.05%
13,813
220
$123K 0.05%
27,441
221
$100K 0.04%
10,853
-53
222
$87K 0.04%
10,706
223
$83K 0.03%
32,668
224
$77K 0.03%
+860
225
$75K 0.03%
25,370
7 8
9
10 11