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
$282M
AUM Growth
-$9.32M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
393
New
Increased
Reduced
Closed

Top Buys

1
+$1.24M
2
+$1.23M
3
+$1.03M
4
MNST icon
Monster Beverage
MNST
+$816K
5
DIS icon
Walt Disney
DIS
+$788K

Top Sells

1
+$12.4M
2
+$1.55M
3
+$1.09M
4
LRCX icon
Lam Research
LRCX
+$1.04M
5
PYPL icon
PayPal
PYPL
+$806K

Sector Composition

1 Financials 11.65%
2 Technology 10.41%
3 Healthcare 9.67%
4 Industrials 8.88%
5 Consumer Discretionary 7.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$34.6M 12.29%
142,098
-50,828
2
$12.7M 4.53%
366,215
-2,500
3
$9.02M 3.2%
128,639
-90
4
$7.4M 2.63%
113,478
+3,929
5
$4.62M 1.64%
128,168
-196
6
$3.67M 1.3%
53,284
-799
7
$2.77M 0.98%
30,263
-515
8
$2.68M 0.95%
55,300
-13,340
9
$2.63M 0.94%
78,092
+30,632
10
$2.34M 0.83%
50,380
-780
11
$2.09M 0.74%
13,821
-4,306
12
$2.05M 0.73%
25,422
-517
13
$2.03M 0.72%
36,657
-618
14
$2.03M 0.72%
15,652
-198
15
$1.94M 0.69%
80,000
16
$1.92M 0.68%
28,639
-480
17
$1.87M 0.66%
58,564
-911
18
$1.82M 0.65%
19,420
-303
19
$1.82M 0.65%
20,838
-351
20
$1.72M 0.61%
37,760
-13,500
21
$1.62M 0.58%
14,866
-241
22
$1.6M 0.57%
12,557
-213
23
$1.53M 0.54%
60,000
24
$1.52M 0.54%
60,000
25
$1.49M 0.53%
18,104
-271
1
2 3 4 5