CIM

CIM Investment Management Portfolio holdings

AUM $525M
1-Year Est. Return 18.97%
This Quarter Est. Return
1 Year Est. Return
+18.97%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$323M
AUM Growth
+$5.61M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
339
New
Increased
Reduced
Closed

Top Buys

1
+$1.24M
2
+$1.17M
3
+$1.15M
4
SYF icon
Synchrony
SYF
+$1.14M
5
ENPH icon
Enphase Energy
ENPH
+$1.13M

Top Sells

1
+$12.7M
2
+$2.08M
3
+$1.55M
4
CSCO icon
Cisco
CSCO
+$1.41M
5
JNPR
Juniper Networks
JNPR
+$1.19M

Sector Composition

1 Technology 15.32%
2 Healthcare 10.13%
3 Financials 9.03%
4 Consumer Discretionary 8.76%
5 Industrials 7.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$70.7M 21.87%
164,391
-29,461
2
$17.1M 5.28%
317,675
-4,985
3
$9.62M 2.98%
35,505
-1,338
4
$9.53M 2.95%
69,603
-2,522
5
$8.54M 2.64%
75,594
-351
6
$7.39M 2.29%
98,791
-627
7
$6.98M 2.16%
40,600
-1,040
8
$5.29M 1.64%
67,110
-432
9
$4.59M 1.42%
37,620
-1,220
10
$3.43M 1.06%
27,400
+100
11
$3.27M 1.01%
14,445
-393
12
$2.96M 0.92%
10,162
+2,033
13
$2.59M 0.8%
9,316
-54
14
$2.34M 0.72%
7,343
+658
15
$2.34M 0.72%
116,800
-80
16
$2.22M 0.69%
12,624
+4,730
17
$2.2M 0.68%
9,395
-278
18
$2.12M 0.66%
13,651
-73
19
$2.1M 0.65%
5,747
-148
20
$2.06M 0.64%
5,911
-5,971
21
$1.96M 0.6%
13,521
+3,387
22
$1.86M 0.57%
8,093
-228
23
$1.73M 0.54%
3,275
-93
24
$1.68M 0.52%
2,869
-98
25
$1.58M 0.49%
18,582
-260
1
2 3 4 5