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
$273M
AUM Growth
+$13.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
349
New
Increased
Reduced
Closed

Top Buys

1
+$1.17M
2
+$1.1M
3
+$1.05M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$1.03M
5
MSFT icon
Microsoft
MSFT
+$766K

Top Sells

1
+$1.15M
2
+$1.04M
3
+$910K
4
JCI icon
Johnson Controls International
JCI
+$852K
5
CERN
Cerner Corp
CERN
+$850K

Sector Composition

1 Financials 11.76%
2 Technology 10.46%
3 Healthcare 9.24%
4 Industrials 8.69%
5 Consumer Discretionary 6.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$60M 21.94%
203,453
-3,088
2
$10.8M 3.95%
277,965
+16,520
3
$8.49M 3.11%
129,170
+9,838
4
$5.24M 1.92%
55,320
+2,020
5
$4.93M 1.8%
36,801
+5,718
6
$4.21M 1.54%
53,823
+2,681
7
$3.4M 1.25%
62,860
+18,940
8
$3.1M 1.14%
17,873
+643
9
$2.82M 1.03%
14,600
+518
10
$2.63M 0.96%
53,168
-23,316
11
$2.38M 0.87%
82,004
+3,629
12
$2.34M 0.86%
20,953
+854
13
$2.04M 0.75%
6,917
+252
14
$1.98M 0.72%
78,181
+3,269
15
$1.94M 0.71%
7,341
+259
16
$1.79M 0.66%
11,545
+7,556
17
$1.72M 0.63%
7,057
+278
18
$1.68M 0.61%
5,713
+2,494
19
$1.65M 0.6%
28,794
+1,100
20
$1.59M 0.58%
9,957
+464
21
$1.57M 0.57%
20,474
+1,255
22
$1.55M 0.57%
826
+33
23
$1.48M 0.54%
27,360
+960
24
$1.46M 0.54%
12,784
+477
25
$1.41M 0.52%
10,719
+403
1
2 3 4 5