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
$253M
AUM Growth
-$15.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
339
New
Increased
Reduced
Closed

Top Buys

1
+$1.29M
2
+$1.03M
3
+$1.01M
4
EXAS icon
Exact Sciences
EXAS
+$1M
5
CHD icon
Church & Dwight Co
CHD
+$978K

Top Sells

1
+$1.27M
2
+$944K
3
+$830K
4
VZ icon
Verizon
VZ
+$802K
5
NVDA icon
NVIDIA
NVDA
+$781K

Sector Composition

1 Technology 9.83%
2 Financials 9.51%
3 Healthcare 8.75%
4 Industrials 7.03%
5 Communication Services 6.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$71.8M 28.43%
222,170
-932
2
$11.9M 4.72%
289,660
+9,305
3
$6.03M 2.39%
38,204
4
$5.98M 2.37%
71,371
+15,431
5
$4.66M 1.84%
50,440
6
$4.56M 1.8%
69,835
7
$4.53M 1.79%
65,204
8
$3.06M 1.21%
16,257
9
$2.9M 1.15%
43,360
10
$2.83M 1.12%
38,596
-9,204
11
$2.73M 1.08%
13,325
12
$2.55M 1.01%
38,100
-19,000
13
$2.54M 1.01%
7,711
+1,414
14
$2.05M 0.81%
11,227
+2,292
15
$2M 0.79%
6,695
16
$1.97M 0.78%
14,133
-4,715
17
$1.93M 0.76%
8,506
18
$1.79M 0.71%
11,839
19
$1.69M 0.67%
5,197
20
$1.43M 0.57%
7,243
+3,076
21
$1.43M 0.56%
23,848
22
$1.39M 0.55%
47,044
23
$1.38M 0.55%
15,943
24
$1.3M 0.51%
18,621
25
$1.3M 0.51%
36,806
1
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