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
$290M
AUM Growth
-$3.92M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
372
New
Increased
Reduced
Closed

Top Buys

1
+$1.18M
2
+$1.08M
3
+$1.05M
4
ADBE icon
Adobe
ADBE
+$799K
5
SYF icon
Synchrony
SYF
+$763K

Top Sells

1
+$5.86M
2
+$2.83M
3
+$1.06M
4
META icon
Meta Platforms (Facebook)
META
+$1.06M
5
HSEA.CL
HSBC Holdings plc
HSEA.CL
+$1.05M

Sector Composition

1 Financials 12.25%
2 Technology 10.91%
3 Industrials 9.33%
4 Healthcare 8.93%
5 Consumer Discretionary 7.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$52.5M 18.11%
192,223
-1,283
2
$12.1M 4.17%
310,045
-72,600
3
$7.96M 2.75%
118,815
+1,868
4
$4.76M 1.64%
48,266
-1,265
5
$4.39M 1.51%
52,552
-70,160
6
$4.32M 1.49%
93,256
+11,528
7
$3.37M 1.16%
39,640
+7,480
8
$2.54M 0.88%
45,020
-1,260
9
$2.29M 0.79%
17,305
-492
10
$2.19M 0.76%
20,998
-639
11
$2.15M 0.74%
76,191
-1,885
12
$2.07M 0.71%
80,000
13
$2.05M 0.71%
15,374
-319
14
$1.86M 0.64%
80,000
15
$1.85M 0.64%
22,394
-679
16
$1.79M 0.62%
32,336
-975
17
$1.6M 0.55%
17,484
-491
18
$1.57M 0.54%
31,692
+12,282
19
$1.53M 0.53%
60,000
20
$1.51M 0.52%
60,000
21
$1.5M 0.52%
44,804
+22,841
22
$1.48M 0.51%
60,000
23
$1.41M 0.49%
7,163
-200
24
$1.36M 0.47%
10,737
-327
25
$1.35M 0.47%
8,615
-237
1
2 3 4 5