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
$262M
AUM Growth
+$20.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
368
New
Increased
Reduced
Closed

Top Buys

1
+$1.7M
2
+$1.59M
3
+$1.25M
4
TGT icon
Target
TGT
+$1.1M
5
ABT icon
Abbott
ABT
+$1.08M

Top Sells

1
+$1.64M
2
+$1.47M
3
+$1.27M
4
JNJ icon
Johnson & Johnson
JNJ
+$1.15M
5
AAL icon
American Airlines Group
AAL
+$912K

Sector Composition

1 Financials 12.04%
2 Technology 11.55%
3 Healthcare 10.9%
4 Industrials 7.32%
5 Consumer Discretionary 7.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$36.5M 13.91%
167,552
+7,812
2
$9.96M 3.8%
322,005
+3,285
3
$5.83M 2.22%
93,868
+1,642
4
$5.8M 2.21%
98,102
5
$4.51M 1.72%
159,592
-12,160
6
$3.36M 1.28%
58,267
-2,600
7
$3.1M 1.18%
74,060
-5,600
8
$2.52M 0.96%
19,626
+5,133
9
$2.4M 0.91%
16,875
-724
10
$2.23M 0.85%
33,448
-2,780
11
$2.23M 0.85%
55,340
-4,200
12
$2.15M 0.82%
55,440
-4,200
13
$2.06M 0.79%
23,011
-1,910
14
$2.06M 0.79%
64,244
-4,954
15
$2.02M 0.77%
23,103
-1,920
16
$1.99M 0.76%
126,946
-9,590
17
$1.93M 0.73%
51,007
-3,720
18
$1.79M 0.68%
40,483
-3,350
19
$1.76M 0.67%
21,328
-1,690
20
$1.59M 0.61%
+19,819
21
$1.59M 0.61%
17,086
-1,300
22
$1.54M 0.59%
60,000
23
$1.54M 0.59%
60,000
24
$1.5M 0.57%
31,650
-2,680
25
$1.49M 0.57%
8,903
-700
1
2 3 4 5