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
$230M
AUM Growth
+$12M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
307
New
Increased
Reduced
Closed

Top Buys

1
+$10.8M
2
+$2.08M
3
+$1.52M
4
MCK icon
McKesson
MCK
+$1.5M
5
TRIP icon
TripAdvisor
TRIP
+$1.18M

Top Sells

1
+$2.02M
2
+$1.42M
3
+$1.36M
4
HD icon
Home Depot
HD
+$1.3M
5
KRFT
KRAFT FOODS GROUP INC COM STK (VA)
KRFT
+$1.29M

Sector Composition

1 Financials 14.58%
2 Healthcare 12.99%
3 Technology 10.91%
4 Industrials 8.38%
5 Energy 7.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$14.4M 6.24%
69,164
+51,949
2
$7.14M 3.1%
229,672
-64,800
3
$6.16M 2.67%
95,929
+13,904
4
$5.87M 2.55%
193,075
+26,385
5
$5.25M 2.28%
89,008
+11,150
6
$3.88M 1.68%
140,946
7
$3.53M 1.53%
86,809
+20,264
8
$3.26M 1.42%
53,813
9
$3.12M 1.36%
126,633
10
$3.01M 1.31%
35,436
+437
11
$2.86M 1.24%
24,021
+173
12
$2.67M 1.16%
80,892
13
$2.62M 1.14%
26,004
+195
14
$2.42M 1.05%
29,509
15
$2.41M 1.05%
156,511
-35,697
16
$2.36M 1.03%
90,000
17
$2.08M 0.9%
+46,902
18
$1.98M 0.86%
36,420
-18,059
19
$1.82M 0.79%
37,408
20
$1.8M 0.78%
44,494
21
$1.79M 0.78%
11,185
22
$1.78M 0.77%
27,212
23
$1.74M 0.76%
22,189
+6,492
24
$1.71M 0.74%
17,391
-8,694
25
$1.67M 0.72%
5,602
1
2 3 4 5