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
$218M
AUM Growth
+$21.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
269
New
Increased
Reduced
Closed

Top Buys

1
+$1.73M
2
+$1.56M
3
+$1.39M
4
ADBE icon
Adobe
ADBE
+$1.3M
5
KRFT
KRAFT FOODS GROUP INC COM STK (VA)
KRFT
+$1.29M

Top Sells

1
+$1.57M
2
+$1.43M
3
+$1.34M
4
AMT icon
American Tower
AMT
+$1.3M
5
AGN
Allergan Inc
AGN
+$1.27M

Sector Composition

1 Financials 16.76%
2 Technology 13.16%
3 Healthcare 12.35%
4 Industrials 9.34%
5 Consumer Discretionary 8.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$8.13M 3.72%
294,472
+1,928
2
$4.99M 2.29%
82,025
+12,974
3
$4.83M 2.21%
166,690
+4,610
4
$4.44M 2.03%
77,858
+2,410
5
$3.71M 1.7%
140,946
6
$3.56M 1.63%
17,215
+6,728
7
$3.44M 1.58%
192,208
8
$3.37M 1.54%
53,813
9
$3.24M 1.48%
34,999
10
$3.21M 1.47%
126,633
11
$3.09M 1.42%
66,545
12
$2.99M 1.37%
54,479
13
$2.89M 1.32%
23,848
14
$2.7M 1.24%
25,809
15
$2.69M 1.23%
29,509
16
$2.52M 1.15%
24,010
+9,166
17
$2.46M 1.13%
26,085
18
$2.39M 1.1%
80,892
19
$2.35M 1.08%
90,000
20
$2.04M 0.93%
15,679
21
$1.93M 0.88%
31,747
+16,078
22
$1.9M 0.87%
35,184
23
$1.88M 0.86%
44,494
+473
24
$1.81M 0.83%
19,110
25
$1.78M 0.82%
27,212
1
2 3 4 5