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
$228M
AUM Growth
-$2.73M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
299
New
Increased
Reduced
Closed

Top Buys

1
+$1.09M
2
+$1.07M
3
+$1.05M
4
VTRS icon
Viatris
VTRS
+$1.05M
5
STJ
St Jude Medical
STJ
+$934K

Top Sells

1
+$1.53M
2
+$1.13M
3
+$1.07M
4
CI icon
Cigna
CI
+$924K
5
MSFT icon
Microsoft
MSFT
+$920K

Sector Composition

1 Financials 13.96%
2 Healthcare 13.39%
3 Technology 10.75%
4 Industrials 8.26%
5 Energy 7.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$12.8M 5.63%
61,790
-7,374
2
$7.32M 3.22%
233,560
+3,888
3
$6.09M 2.68%
95,929
4
$5.79M 2.54%
193,075
5
$5.25M 2.31%
89,008
6
$3.71M 1.63%
140,040
-906
7
$3.67M 1.61%
54,195
+382
8
$3.43M 1.51%
127,799
+1,166
9
$3.06M 1.34%
24,021
10
$2.95M 1.3%
35,436
11
$2.91M 1.28%
65,978
-20,831
12
$2.69M 1.18%
157,750
+1,239
13
$2.59M 1.14%
81,487
+595
14
$2.53M 1.11%
26,004
15
$2.34M 1.03%
90,000
16
$2.31M 1.01%
29,509
17
$2.05M 0.9%
36,420
18
$2.03M 0.89%
17,303
-88
19
$1.87M 0.82%
47,627
+725
20
$1.82M 0.8%
27,079
-133
21
$1.75M 0.77%
44,508
+14
22
$1.73M 0.76%
37,185
-223
23
$1.72M 0.76%
79,320
-540
24
$1.72M 0.75%
21,321
-868
25
$1.72M 0.75%
31,768
-142
1
2 3 4 5