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
$291M
AUM Growth
+$16.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
379
New
Increased
Reduced
Closed

Top Buys

1
+$7.25M
2
+$2.11M
3
+$1.59M
4
CHK
Chesapeake Energy Corporation
CHK
+$1.06M
5
REGN icon
Regeneron Pharmaceuticals
REGN
+$978K

Top Sells

1
+$1.8M
2
+$1.3M
3
+$1.19M
4
SBUX icon
Starbucks
SBUX
+$977K
5
CI icon
Cigna
CI
+$944K

Sector Composition

1 Financials 11.72%
2 Technology 10.8%
3 Healthcare 9.4%
4 Industrials 7.84%
5 Consumer Discretionary 7.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$45.8M 15.74%
192,926
+30,565
2
$12.6M 4.34%
368,715
+46,385
3
$8.9M 3.06%
128,729
+30,551
4
$6.82M 2.35%
109,549
+11,447
5
$4.61M 1.59%
128,364
-33,024
6
$3.56M 1.22%
54,083
-4,872
7
$3.04M 1.05%
68,640
-6,260
8
$2.7M 0.93%
30,778
-3,082
9
$2.58M 0.89%
18,127
-1,683
10
$2.26M 0.78%
15,850
-1,184
11
$2.17M 0.75%
51,160
-4,800
12
$2.13M 0.73%
25,939
+2,550
13
$2.13M 0.73%
51,260
-4,800
14
$2.08M 0.71%
37,275
-3,704
15
$1.93M 0.66%
59,475
-5,516
16
$1.9M 0.65%
21,189
-2,117
17
$1.85M 0.64%
80,000
18
$1.75M 0.6%
19,723
-1,850
19
$1.74M 0.6%
29,119
-2,896
20
$1.71M 0.59%
47,460
-4,098
21
$1.64M 0.56%
12,770
-1,298
22
$1.6M 0.55%
15,107
-1,446
23
$1.59M 0.55%
32,688
+14,656
24
$1.55M 0.53%
26,370
+15,661
25
$1.55M 0.53%
18,375
-1,668
1
2 3 4 5