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
$293M
AUM Growth
+$17.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
339
New
Increased
Reduced
Closed

Top Buys

1
+$3.64M
2
+$1.57M
3
+$1.36M
4
JNJ icon
Johnson & Johnson
JNJ
+$1.3M
5
PEP icon
PepsiCo
PEP
+$1.29M

Top Sells

1
+$1.72M
2
+$1.63M
3
+$1.37M
4
AMZN icon
Amazon
AMZN
+$1.21M
5
ABT icon
Abbott
ABT
+$1.17M

Sector Composition

1 Financials 11.91%
2 Technology 9.89%
3 Industrials 9.01%
4 Healthcare 7.98%
5 Consumer Discretionary 6.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$47.9M 16.36%
177,999
+13,536
2
$14.1M 4.81%
370,770
+2,385
3
$9.09M 3.11%
118,368
+2,119
4
$8.02M 2.74%
114,124
+646
5
$4.28M 1.46%
50,083
-707
6
$3.44M 1.17%
81,200
-40,720
7
$2.77M 0.95%
52,331
+21,956
8
$2.5M 0.85%
47,400
-720
9
$2.38M 0.81%
22,211
-6,452
10
$2.08M 0.71%
18,240
-275
11
$2.07M 0.71%
34,192
-560
12
$2.01M 0.69%
80,000
13
$1.98M 0.68%
23,686
-387
14
$1.96M 0.67%
10,548
-168
15
$1.87M 0.64%
15,574
+10,787
16
$1.84M 0.63%
31,500
-20,740
17
$1.82M 0.62%
39,544
-35,248
18
$1.71M 0.59%
29,835
-452
19
$1.69M 0.58%
57,113
-813
20
$1.57M 0.54%
+14,931
21
$1.53M 0.52%
60,000
22
$1.53M 0.52%
10,442
-161
23
$1.52M 0.52%
60,000
24
$1.48M 0.5%
305,200
+79,360
25
$1.43M 0.49%
9,951
-9,531
1
2 3 4 5