CIM

CIM Investment Management Portfolio holdings

AUM $525M
1-Year Est. Return 18.97%
This Quarter Est. Return
1 Year Est. Return
+18.97%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$169M
AUM Growth
+$342K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
148
New
Increased
Reduced
Closed

Top Buys

1
+$1.4M
2
+$1.35M
3
+$1.08M
4
SHW icon
Sherwin-Williams
SHW
+$1.07M
5
DG icon
Dollar General
DG
+$985K

Top Sells

1
+$6.83M
2
+$1.25M
3
+$1.08M
4
QCOM icon
Qualcomm
QCOM
+$968K
5
UNH icon
UnitedHealth
UNH
+$942K

Sector Composition

1 Financials 16.45%
2 Technology 10.72%
3 Healthcare 10.3%
4 Energy 10.03%
5 Industrials 9.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$5.46M 3.24%
32,342
-40,448
2
$5.25M 3.11%
105,236
-9,160
3
$4.98M 2.95%
200,750
-18,165
4
$4.97M 2.95%
77,980
5
$4.4M 2.61%
258,580
+2,016
6
$3.28M 1.94%
38,081
-1,400
7
$3.11M 1.84%
142,733
8
$2.96M 1.75%
89,038
9
$2.85M 1.69%
55,178
10
$2.8M 1.66%
24,468
11
$2.72M 1.61%
22,408
12
$2.72M 1.61%
196,880
13
$2.54M 1.51%
14,367
14
$2.52M 1.5%
98,866
15
$2.39M 1.41%
27,552
16
$2.31M 1.37%
56,018
17
$2.29M 1.36%
90,000
18
$2.27M 1.35%
30,101
-945
19
$2.26M 1.34%
82,805
20
$2.17M 1.29%
44,833
+14,043
21
$2.11M 1.25%
45,206
22
$1.94M 1.15%
30,898
23
$1.72M 1.02%
51,691
+560
24
$1.66M 0.98%
34,546
25
$1.66M 0.98%
18,814
1
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