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
$273M
AUM Growth
-$20.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
297
New
Increased
Reduced
Closed

Top Buys

1
+$715K
2
+$673K
3
+$648K
4
CL icon
Colgate-Palmolive
CL
+$578K
5
WMT icon
Walmart Inc. Common Stock
WMT
+$545K

Top Sells

1
+$4.76M
2
+$1.38M
3
+$1.08M
4
AKAM icon
Akamai
AKAM
+$975K
5
UBER icon
Uber
UBER
+$759K

Sector Composition

1 Technology 17.64%
2 Healthcare 8.73%
3 Consumer Discretionary 7.5%
4 Industrials 7.39%
5 Communication Services 6.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$264K 0.1%
+57,497
202
$262K 0.1%
26,746
203
$260K 0.1%
4,691
204
$259K 0.09%
1,231
-1,235
205
$257K 0.09%
4,650
-110
206
$257K 0.09%
2,603
-53
207
$256K 0.09%
4,795
-117
208
$255K 0.09%
3,299
209
$254K 0.09%
21,876
210
$253K 0.09%
6,498
211
$251K 0.09%
1,484
212
$250K 0.09%
5,520
213
$249K 0.09%
5,630
-122
214
$248K 0.09%
2,871
215
$247K 0.09%
4,255
-1,422
216
$243K 0.09%
3,541
217
$243K 0.09%
2,856
218
$242K 0.09%
606
219
$241K 0.09%
8,416
-224
220
$240K 0.09%
2,129
221
$240K 0.09%
19,762
222
$239K 0.09%
+4,846
223
$238K 0.09%
2,265
224
$237K 0.09%
3,485
-84
225
$236K 0.09%
19,400
7 8
9
10 11