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
$270M
AUM Growth
+$16.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
280
New
Increased
Reduced
Closed

Top Buys

1
+$1.03M
2
+$1.03M
3
+$916K
4
STZ icon
Constellation Brands
STZ
+$893K
5
WYNN icon
Wynn Resorts
WYNN
+$890K

Top Sells

1
+$7.97M
2
+$4.21M
3
+$1.48M
4
MSFT icon
Microsoft
MSFT
+$1.19M
5
AMZN icon
Amazon
AMZN
+$979K

Sector Composition

1 Technology 17.23%
2 Healthcare 8.84%
3 Consumer Discretionary 7.33%
4 Industrials 7.33%
5 Communication Services 6.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$273K 0.1%
1,534
+53
202
$271K 0.1%
+1,460
203
$267K 0.1%
3,860
+133
204
$264K 0.1%
3,561
+173
205
$264K 0.1%
8,262
+407
206
$262K 0.1%
5,498
+1,562
207
$262K 0.1%
6,731
+233
208
$258K 0.1%
4,750
+227
209
$256K 0.09%
2,365
+81
210
$252K 0.09%
+2,458
211
$251K 0.09%
27,213
-12,204
212
$251K 0.09%
2,187
+640
213
$248K 0.09%
+2,265
214
$245K 0.09%
6,137
+211
215
$244K 0.09%
4,899
+242
216
$243K 0.09%
25,290
-23,558
217
$242K 0.09%
11,148
-4,999
218
$242K 0.09%
5,084
+174
219
$240K 0.09%
7,361
+358
220
$238K 0.09%
3,328
+114
221
$237K 0.09%
2,856
+99
222
$235K 0.09%
+12,168
223
$233K 0.09%
+31,421
224
$233K 0.09%
15,521
+535
225
$230K 0.09%
979
7 8
9
10 11