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
-$6.19M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
400
New
Increased
Reduced
Closed

Top Buys

1
+$5.66M
2
+$1.29M
3
+$1.23M
4
NOC icon
Northrop Grumman
NOC
+$1.15M
5
SBUX icon
Starbucks
SBUX
+$1.12M

Top Sells

1
+$1.36M
2
+$1.24M
3
+$1.14M
4
URI icon
United Rentals
URI
+$1.08M
5
DD
Du Pont De Nemours E I
DD
+$1.02M

Sector Composition

1 Financials 11.92%
2 Technology 10.91%
3 Industrials 8.99%
4 Healthcare 8.61%
5 Consumer Discretionary 6.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$41.6M 15.11%
164,463
+22,365
2
$13.2M 4.79%
368,385
+2,170
3
$8.63M 3.13%
116,249
-12,390
4
$7.77M 2.82%
113,478
5
$4.7M 1.71%
121,920
-6,248
6
$3.78M 1.37%
50,790
-2,494
7
$2.85M 1.03%
74,792
-3,300
8
$2.74M 0.99%
28,663
-1,600
9
$2.72M 0.99%
19,482
+6,925
10
$2.51M 0.91%
52,240
-3,060
11
$2.34M 0.85%
48,120
-2,260
12
$2.01M 0.73%
80,000
13
$2M 0.73%
27,458
-1,181
14
$1.97M 0.72%
24,073
-1,349
15
$1.95M 0.71%
18,515
-905
16
$1.92M 0.7%
34,752
-1,905
17
$1.76M 0.64%
10,716
+7,504
18
$1.74M 0.63%
15,008
-644
19
$1.74M 0.63%
36,240
-1,520
20
$1.63M 0.59%
14,056
-810
21
$1.63M 0.59%
30,287
+20,766
22
$1.53M 0.56%
60,000
23
$1.52M 0.55%
60,000
24
$1.5M 0.55%
30,375
-1,823
25
$1.47M 0.53%
10,603
+3,572
1
2 3 4 5