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
+$11M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
278
New
Increased
Reduced
Closed

Top Buys

1
+$1.64M
2
+$1.6M
3
+$1.41M
4
SCHW icon
Charles Schwab
SCHW
+$1.26M
5
UNH icon
UnitedHealth
UNH
+$1.22M

Top Sells

1
+$2.33M
2
+$1.64M
3
+$1.13M
4
CMCSA icon
Comcast
CMCSA
+$1.08M
5
T icon
AT&T
T
+$995K

Sector Composition

1 Financials 15.64%
2 Healthcare 14.17%
3 Technology 10.51%
4 Industrials 9.12%
5 Communication Services 7.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$12.4M 5.67%
60,377
+8,003
2
$6.15M 2.82%
233,560
3
$5.78M 2.65%
98,503
+1,244
4
$5.53M 2.53%
198,435
+2,610
5
$5.05M 2.31%
91,736
+1,328
6
$3.48M 1.59%
62,628
-3,350
7
$3.16M 1.45%
93,580
8
$3.01M 1.38%
20,180
-3,841
9
$2.83M 1.3%
42,905
-11,290
10
$2.71M 1.24%
69,580
11
$2.67M 1.22%
70,480
12
$2.65M 1.22%
157,750
13
$2.5M 1.14%
81,487
14
$2.34M 1.07%
29,509
15
$2.33M 1.07%
89,504
-38,295
16
$2.3M 1.05%
29,541
+11,827
17
$2.22M 1.02%
64,521
+24,443
18
$2.1M 0.96%
27,079
19
$2.08M 0.95%
40,093
20
$2.01M 0.92%
16,788
+7,732
21
$1.98M 0.91%
36,420
22
$1.91M 0.88%
44,508
23
$1.83M 0.84%
17,516
24
$1.81M 0.83%
11,141
25
$1.77M 0.81%
17,518
1
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