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
$318M
AUM Growth
-$5.34M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
335
New
Increased
Reduced
Closed

Top Buys

1
+$2.77M
2
+$1.2M
3
+$1.05M
4
AMAT icon
Applied Materials
AMAT
+$1M
5
ZG icon
Zillow
ZG
+$992K

Top Sells

1
+$2.15M
2
+$1.56M
3
+$1.23M
4
ISRG icon
Intuitive Surgical
ISRG
+$1.11M
5
NVDA icon
NVIDIA
NVDA
+$1.04M

Sector Composition

1 Technology 16.6%
2 Consumer Discretionary 9.23%
3 Financials 9.19%
4 Healthcare 8.94%
5 Communication Services 7.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$68.7M 21.61%
159,407
-4,984
2
$16.4M 5.15%
311,325
-6,350
3
$9.95M 3.13%
35,276
-229
4
$9.8M 3.08%
69,246
-357
5
$8.24M 2.59%
75,436
-158
6
$7.25M 2.28%
97,644
-1,147
7
$6.63M 2.09%
40,380
-220
8
$5.22M 1.64%
66,905
-205
9
$4.56M 1.44%
34,140
-3,480
10
$4.49M 1.41%
17,367
+2,922
11
$3.63M 1.14%
27,260
-140
12
$2.77M 0.87%
+25,576
13
$2.63M 0.83%
10,107
-55
14
$2.54M 0.8%
9,294
-22
15
$2.4M 0.75%
7,303
-40
16
$2.24M 0.7%
10,760
+5,069
17
$2.22M 0.7%
13,571
-80
18
$2.12M 0.67%
12,548
-76
19
$2.08M 0.66%
9,346
-49
20
$2M 0.63%
5,882
-29
21
$1.99M 0.63%
5,718
-29
22
$1.95M 0.61%
13,448
-73
23
$1.64M 0.52%
2,854
-15
24
$1.6M 0.5%
17,600
+7,064
25
$1.59M 0.5%
18,494
-88
1
2 3 4 5