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
$254M
AUM Growth
+$29.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
259
New
Increased
Reduced
Closed

Top Buys

1
+$7.97M
2
+$2.76M
3
+$1.48M
4
OXY icon
Occidental Petroleum
OXY
+$688K
5
GNRC icon
Generac Holdings
GNRC
+$675K

Top Sells

1
+$887K
2
+$788K
3
+$720K
4
BMY icon
Bristol-Myers Squibb
BMY
+$718K
5
HON icon
Honeywell
HON
+$710K

Sector Composition

1 Technology 16.25%
2 Healthcare 8.06%
3 Consumer Discretionary 6.99%
4 Financials 6.86%
5 Industrials 6.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$236K 0.09%
2,539
-62
202
$236K 0.09%
7,003
-198
203
$233K 0.09%
19,082
204
$230K 0.09%
+11,586
205
$228K 0.09%
5,482
206
$226K 0.09%
+3,214
207
$226K 0.09%
+2,087
208
$225K 0.09%
+3,936
209
$223K 0.09%
+5,496
210
$219K 0.09%
+3,727
211
$217K 0.09%
4,657
-133
212
$216K 0.09%
979
213
$214K 0.08%
3,549
214
$210K 0.08%
+4,910
215
$209K 0.08%
+5,248
216
$208K 0.08%
+11,553
217
$208K 0.08%
+2,284
218
$207K 0.08%
+1,010
219
$207K 0.08%
39,763
+12,322
220
$206K 0.08%
+4,158
221
$205K 0.08%
+6,498
222
$202K 0.08%
+4,171
223
$202K 0.08%
+5,277
224
$201K 0.08%
+8,832
225
$200K 0.08%
+1,547
7 8
9
10 11