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
$334M
AUM Growth
+$16.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
321
New
Increased
Reduced
Closed

Top Buys

1
+$1.5M
2
+$1.08M
3
+$900K
4
TMO icon
Thermo Fisher Scientific
TMO
+$872K
5
EQIX icon
Equinix
EQIX
+$652K

Top Sells

1
+$1.91M
2
+$1.81M
3
+$1.24M
4
HD icon
Home Depot
HD
+$1.05M
5
MSFT icon
Microsoft
MSFT
+$1.01M

Sector Composition

1 Technology 17.14%
2 Healthcare 9.07%
3 Consumer Discretionary 8.64%
4 Financials 8.45%
5 Communication Services 7.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$75.2M 22.52%
157,752
-1,655
2
$16.9M 5.07%
299,175
-12,150
3
$11.1M 3.31%
62,283
-6,963
4
$10.9M 3.25%
32,263
-3,013
5
$8.47M 2.53%
73,935
-1,501
6
$7.52M 2.25%
100,752
+3,108
7
$6.62M 1.98%
39,720
-660
8
$5.63M 1.69%
15,993
-1,374
9
$5.44M 1.63%
69,132
+2,227
10
$4.86M 1.46%
33,580
-560
11
$3.88M 1.16%
26,840
-420
12
$2.73M 0.82%
9,129
-165
13
$2.16M 0.65%
18,425
+12,838
14
$2.11M 0.63%
13,309
-262
15
$2.02M 0.6%
5,617
-101
16
$1.99M 0.6%
9,183
-163
17
$1.98M 0.59%
4,781
-2,522
18
$1.95M 0.58%
5,784
-98
19
$1.93M 0.58%
65,650
-930
20
$1.92M 0.58%
10,187
+80
21
$1.91M 0.57%
12,305
-243
22
$1.82M 0.55%
3,633
-74
23
$1.76M 0.53%
2,645
+1,307
24
$1.75M 0.52%
7,944
+1,485
25
$1.61M 0.48%
6,408
-113
1
2 3 4 5