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
$336M
AUM Growth
+$25.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
299
New
Increased
Reduced
Closed

Top Buys

1
+$2.26M
2
+$1.92M
3
+$1.89M
4
SBUX icon
Starbucks
SBUX
+$1.63M
5
FCX icon
Freeport-McMoran
FCX
+$897K

Top Sells

1
+$2.93M
2
+$1.94M
3
+$1.9M
4
MKTX icon
MarketAxess Holdings
MKTX
+$1.33M
5
TER icon
Teradyne
TER
+$881K

Sector Composition

1 Technology 18.6%
2 Industrials 7.91%
3 Healthcare 7.7%
4 Consumer Discretionary 7.08%
5 Financials 6.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$323K 0.1%
3,299
202
$319K 0.1%
8,839
203
$319K 0.1%
2,592
204
$316K 0.09%
26,746
205
$311K 0.09%
2,161
206
$308K 0.09%
2,803
207
$301K 0.09%
4,116
208
$295K 0.09%
5,465
209
$295K 0.09%
9,990
210
$293K 0.09%
1,970
211
$292K 0.09%
2,527
212
$289K 0.09%
6,095
213
$286K 0.09%
2,730
214
$285K 0.08%
4,846
215
$278K 0.08%
8,085
216
$275K 0.08%
2,152
217
$274K 0.08%
6,004
218
$274K 0.08%
11,148
219
$260K 0.08%
1,027
220
$258K 0.08%
8,973
221
$258K 0.08%
859
222
$256K 0.08%
5,084
223
$255K 0.08%
2,871
224
$254K 0.08%
6,498
225
$252K 0.08%
5,520
7 8
9
10 11