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
$294M
AUM Growth
+$23.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
295
New
Increased
Reduced
Closed

Top Buys

1
+$882K
2
+$789K
3
+$604K
4
GNRC icon
Generac Holdings
GNRC
+$535K
5
ENPH icon
Enphase Energy
ENPH
+$509K

Top Sells

1
+$950K
2
+$880K
3
+$758K
4
MSFT icon
Microsoft
MSFT
+$731K
5
SWK icon
Stanley Black & Decker
SWK
+$728K

Sector Composition

1 Technology 18.14%
2 Healthcare 9.06%
3 Consumer Discretionary 7.82%
4 Industrials 7.57%
5 Communication Services 6.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$62.8M 21.38%
140,967
-1,975
2
$15.2M 5.17%
290,300
+1,520
3
$10.9M 3.72%
109,764
+1,459
4
$10.1M 3.43%
51,958
+108
5
$7.09M 2.41%
105,098
6
$6.59M 2.24%
19,361
-2,148
7
$6.57M 2.24%
155,390
+320
8
$5.16M 1.76%
19,706
+49
9
$4.08M 1.39%
34,104
+68
10
$3.94M 1.34%
54,407
11
$3.82M 1.3%
13,317
+30
12
$3.62M 1.23%
27,792
+52
13
$2.87M 0.98%
65,210
+160
14
$2.48M 0.84%
7,981
+17
15
$2.46M 0.84%
37,563
+88
16
$2.33M 0.79%
19,276
-2,104
17
$2.02M 0.69%
13,871
+33
18
$1.99M 0.68%
22,950
+50
19
$1.89M 0.64%
3,627
+8
20
$1.81M 0.62%
3,223
+7
21
$1.69M 0.57%
18,792
+4,592
22
$1.68M 0.57%
15,697
+35
23
$1.58M 0.54%
10,619
+3,590
24
$1.54M 0.52%
2,856
+7
25
$1.53M 0.52%
9,110
+3,042
1
2 3 4 5