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
$217M
AUM Growth
+$21.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
224
New
Increased
Reduced
Closed

Top Buys

1
+$8.92M
2
+$2M
3
+$1.24M
4
NFX
Newfield Exploration
NFX
+$1.18M
5
DD icon
DuPont de Nemours
DD
+$1.14M

Top Sells

1
+$4.3M
2
+$1.73M
3
+$1.69M
4
SHW icon
Sherwin-Williams
SHW
+$1.17M
5
ORCL icon
Oracle
ORCL
+$1.16M

Sector Composition

1 Financials 15.95%
2 Technology 11.57%
3 Healthcare 11.44%
4 Energy 9.78%
5 Industrials 8.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$13.9M 6.39%
73,811
+47,418
2
$6.02M 2.77%
313,880
-7,140
3
$5.81M 2.68%
105,514
4
$5.54M 2.55%
201,320
5
$5.3M 2.44%
78,903
6
$3.68M 1.7%
37,690
-896
7
$3.58M 1.65%
135,134
-2,814
8
$3.54M 1.63%
205,758
-4,462
9
$3.52M 1.62%
58,040
-1,418
10
$3.16M 1.45%
25,461
-6,751
11
$3.08M 1.42%
64,701
-1,198
12
$2.92M 1.35%
58,761
-1,437
13
$2.92M 1.34%
71,124
-1,526
14
$2.83M 1.31%
28,863
-669
15
$2.81M 1.29%
15,259
-175
16
$2.65M 1.22%
86,915
-2,025
17
$2.56M 1.18%
31,759
-752
18
$2.34M 1.08%
90,000
19
$2.2M 1.01%
22,526
+2,462
20
$2.14M 0.99%
36,354
-832
21
$2.07M 0.95%
21,152
+11,635
22
$2M 0.92%
+35,619
23
$1.98M 0.91%
27,982
+11,383
24
$1.71M 0.79%
20,530
-477
25
$1.69M 0.78%
13,446
-304
1
2 3 4 5