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
$273M
AUM Growth
-$20.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
297
New
Increased
Reduced
Closed

Top Buys

1
+$715K
2
+$673K
3
+$648K
4
CL icon
Colgate-Palmolive
CL
+$578K
5
WMT icon
Walmart
WMT
+$545K

Top Sells

1
+$4.76M
2
+$1.38M
3
+$1.08M
4
AKAM icon
Akamai
AKAM
+$975K
5
UBER icon
Uber
UBER
+$759K

Sector Composition

1 Technology 17.64%
2 Healthcare 8.73%
3 Consumer Discretionary 7.5%
4 Industrials 7.39%
5 Communication Services 6.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$55.8M 20.42%
129,874
-11,093
2
$14.5M 5.3%
290,300
3
$10.4M 3.79%
109,764
4
$8.72M 3.19%
50,909
-1,049
5
$6.75M 2.47%
104,858
-240
6
$6.62M 2.42%
152,260
-3,130
7
$5.99M 2.19%
18,964
-397
8
$4.84M 1.77%
19,338
-368
9
$4.37M 1.6%
33,406
-698
10
$3.74M 1.37%
54,243
-164
11
$3.46M 1.27%
27,195
-597
12
$2.62M 0.96%
8,729
-4,588
13
$2.49M 0.91%
18,874
-402
14
$2.41M 0.88%
6,377
-144
15
$2.36M 0.86%
7,800
-181
16
$2.16M 0.79%
36,681
-882
17
$1.97M 0.72%
13,553
-318
18
$1.87M 0.68%
22,470
-480
19
$1.81M 0.66%
15,367
-330
20
$1.8M 0.66%
3,550
-77
21
$1.6M 0.58%
23,459
-466
22
$1.58M 0.58%
2,794
-62
23
$1.51M 0.55%
6,022
-112
24
$1.46M 0.54%
4,173
+1,850
25
$1.43M 0.52%
2,839
-60
1
2 3 4 5