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
$275M
AUM Growth
+$12.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
367
New
Increased
Reduced
Closed

Top Buys

1
+$1.73M
2
+$1.32M
3
+$1.09M
4
UNP icon
Union Pacific
UNP
+$992K
5
FLR icon
Fluor
FLR
+$966K

Top Sells

1
+$1.32M
2
+$1.31M
3
+$1.17M
4
MS icon
Morgan Stanley
MS
+$927K
5
PXD
Pioneer Natural Resource Co.
PXD
+$881K

Sector Composition

1 Financials 13.06%
2 Technology 10.71%
3 Healthcare 9.46%
4 Industrials 8.59%
5 Consumer Discretionary 7.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$36.5M 13.3%
162,361
-5,191
2
$10.7M 3.88%
322,330
+325
3
$6.75M 2.46%
98,178
+4,310
4
$5.66M 2.06%
98,102
5
$4.67M 1.7%
161,388
+1,796
6
$3.66M 1.33%
58,955
+688
7
$2.92M 1.06%
33,860
+412
8
$2.81M 1.02%
74,900
+840
9
$2.58M 0.94%
17,034
+159
10
$2.28M 0.83%
19,810
+184
11
$2.26M 0.82%
40,979
+496
12
$2.22M 0.81%
55,960
+620
13
$2.16M 0.79%
56,060
+620
14
$2.11M 0.77%
23,389
+286
15
$2M 0.73%
64,991
+747
16
$2M 0.73%
36,071
+23,843
17
$1.96M 0.71%
23,306
+295
18
$1.9M 0.69%
32,015
+365
19
$1.87M 0.68%
51,558
+551
20
$1.8M 0.66%
17,277
+191
21
$1.73M 0.63%
+80,000
22
$1.72M 0.62%
16,553
+9,569
23
$1.68M 0.61%
21,573
+245
24
$1.62M 0.59%
14,068
+163
25
$1.61M 0.59%
13,705
+165
1
2 3 4 5