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
$260M
AUM Growth
+$29.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
342
New
Increased
Reduced
Closed

Top Buys

1
+$1.35M
2
+$1.3M
3
+$1.14M
4
ADBE icon
Adobe
ADBE
+$933K
5
ABBV icon
AbbVie
ABBV
+$929K

Top Sells

1
+$2.48M
2
+$1.08M
3
+$1.01M
4
APTV icon
Aptiv
APTV
+$1M
5
DOCU icon
DocuSign
DOCU
+$982K

Sector Composition

1 Financials 11.58%
2 Technology 9.59%
3 Healthcare 9.21%
4 Industrials 9.03%
5 Consumer Discretionary 7.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$58.8M 22.6%
206,541
-3,271
2
$9.9M 3.81%
261,445
-65,490
3
$7.74M 2.98%
119,332
-9,276
4
$4.75M 1.83%
53,300
+15,140
5
$3.95M 1.52%
51,142
-10,030
6
$3.67M 1.41%
31,083
+5,274
7
$3.63M 1.4%
76,484
-12,740
8
$2.69M 1.03%
17,230
+329
9
$2.58M 0.99%
43,920
10
$2.35M 0.9%
14,082
11
$2.16M 0.83%
78,375
-7,453
12
$2.04M 0.78%
20,099
13
$1.78M 0.68%
6,665
+3,500
14
$1.77M 0.68%
74,912
15
$1.68M 0.64%
6,779
-725
16
$1.67M 0.64%
7,082
17
$1.64M 0.63%
27,694
+1,544
18
$1.55M 0.6%
19,219
-5,823
19
$1.55M 0.6%
26,400
20
$1.39M 0.54%
10,316
21
$1.38M 0.53%
793
+315
22
$1.36M 0.52%
25,296
23
$1.34M 0.51%
16,851
+1,795
24
$1.3M 0.5%
+9,493
25
$1.28M 0.49%
12,307
1
2 3 4 5