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
$225M
AUM Growth
-$15.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
245
New
Increased
Reduced
Closed

Top Buys

1
+$2.4M
2
+$474K
3
+$336K
4
EXAS icon
Exact Sciences
EXAS
+$323K
5
CVX icon
Chevron
CVX
+$293K

Top Sells

1
+$1.44M
2
+$1.16M
3
+$852K
4
NFLX icon
Netflix
NFLX
+$711K
5
ENPH icon
Enphase Energy
ENPH
+$630K

Sector Composition

1 Technology 16.08%
2 Healthcare 8.61%
3 Consumer Discretionary 8.45%
4 Financials 7.42%
5 Communication Services 7.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$52.4M 23.27%
146,010
-4,022
2
$12.7M 5.66%
290,450
+1,955
3
$9.47M 4.21%
108,636
+813
4
$7.03M 3.12%
50,857
-422
5
$6.11M 2.71%
26,226
6
$5.52M 2.45%
104,861
+4,502
7
$4.54M 2.02%
17,100
8
$4.3M 1.91%
38,100
9
$3.19M 1.42%
33,380
10
$3.03M 1.35%
54,157
11
$2.4M 1.07%
+36,650
12
$2.15M 0.96%
7,791
13
$2.13M 0.95%
90,390
-30,180
14
$2.02M 0.9%
21,000
15
$1.87M 0.83%
21,368
-616
16
$1.85M 0.82%
152,150
17
$1.8M 0.8%
3,547
+45
18
$1.65M 0.73%
5,950
-2,271
19
$1.64M 0.73%
17,369
20
$1.5M 0.67%
11,060
21
$1.49M 0.66%
17,288
22
$1.42M 0.63%
13,536
23
$1.38M 0.61%
19,438
24
$1.32M 0.59%
2,791
25
$1.31M 0.58%
2,600
1
2 3 4 5