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
$207M
AUM Growth
-$20.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
287
New
Increased
Reduced
Closed

Top Buys

1
+$2.14M
2
+$1.36M
3
+$1.28M
4
CI icon
Cigna
CI
+$1.2M
5
PYPL icon
PayPal
PYPL
+$912K

Top Sells

1
+$2.53M
2
+$2.25M
3
+$1.81M
4
XOM icon
Exxon Mobil
XOM
+$1.32M
5
IBM icon
IBM
IBM
+$1.12M

Sector Composition

1 Financials 15.24%
2 Healthcare 12.72%
3 Technology 10.37%
4 Consumer Discretionary 8.37%
5 Communication Services 7.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$10.1M 4.87%
52,374
-9,416
2
$6.44M 3.11%
233,560
3
$5.58M 2.69%
97,259
+1,330
4
$5.35M 2.58%
195,825
+2,750
5
$4.82M 2.32%
90,408
+1,400
6
$3.3M 1.59%
54,195
7
$3.15M 1.52%
127,799
8
$2.92M 1.41%
65,978
9
$2.9M 1.4%
24,021
10
$2.46M 1.19%
157,750
11
$2.43M 1.17%
81,487
12
$2.4M 1.16%
93,580
+14,260
13
$2.33M 1.12%
90,000
14
$2.22M 1.07%
69,580
-70,460
15
$2.14M 1.03%
+70,480
16
$2.12M 1.02%
29,509
17
$1.99M 0.96%
40,093
+13,556
18
$1.95M 0.94%
31,768
19
$1.89M 0.91%
27,079
20
$1.87M 0.9%
36,420
21
$1.79M 0.86%
44,508
22
$1.72M 0.83%
17,518
+215
23
$1.64M 0.79%
21,321
24
$1.62M 0.78%
1,310
25
$1.62M 0.78%
37,185
1
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