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
$263M
AUM Growth
+$15.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
290
New
Increased
Reduced
Closed

Top Buys

1
+$1.63M
2
+$1.2M
3
+$1.03M
4
CRM icon
Salesforce
CRM
+$981K
5
BAX icon
Baxter International
BAX
+$785K

Top Sells

1
+$2.64M
2
+$970K
3
+$948K
4
NVDA icon
NVIDIA
NVDA
+$946K
5
CMCSA icon
Comcast
CMCSA
+$822K

Sector Composition

1 Technology 13.58%
2 Healthcare 9.85%
3 Financials 8.48%
4 Communication Services 6.97%
5 Consumer Discretionary 6.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$67.6M 25.65%
201,081
-7,870
2
$13.3M 5.07%
360,090
-2,020
3
$7.49M 2.84%
35,598
-3,795
4
$6.99M 2.65%
60,323
+10,371
5
$6.77M 2.57%
43,000
-3,780
6
$6.16M 2.34%
87,727
-1,067
7
$5.99M 2.27%
99,418
8
$4.14M 1.57%
65,071
9
$3.26M 1.24%
12,457
+273
10
$2.98M 1.13%
40,700
-380
11
$2.81M 1.07%
38,280
-10,040
12
$2.31M 0.88%
6,830
-58
13
$2.03M 0.77%
10,151
-95
14
$2.03M 0.77%
94,218
+47,679
15
$1.86M 0.71%
12,502
-129
16
$1.85M 0.7%
5,944
+1,543
17
$1.76M 0.67%
35,250
-320
18
$1.75M 0.66%
33,726
+9,074
19
$1.71M 0.65%
8,007
-86
20
$1.63M 0.62%
+60,726
21
$1.59M 0.6%
20,043
-7,757
22
$1.56M 0.59%
3,545
-34
23
$1.53M 0.58%
32,745
-327
24
$1.51M 0.57%
12,187
-116
25
$1.5M 0.57%
15,628
-155
1
2 3 4 5