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
$338M
AUM Growth
+$13.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
267
New
Increased
Reduced
Closed

Top Buys

1
+$1.24M
2
+$1.21M
3
+$1.12M
4
NEM icon
Newmont
NEM
+$1.03M
5
TGT icon
Target
TGT
+$901K

Top Sells

1
+$1.07M
2
+$818K
3
+$812K
4
MMM icon
3M
MMM
+$755K
5
LMT icon
Lockheed Martin
LMT
+$674K

Sector Composition

1 Technology 20.58%
2 Consumer Discretionary 7.19%
3 Healthcare 6.99%
4 Industrials 6.54%
5 Communication Services 6.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$72.6M 21.45%
125,803
+2,153
2
$18M 5.31%
288,120
-1,750
3
$13.5M 4%
111,512
-4,541
4
$12.8M 3.8%
109,813
-575
5
$11.5M 3.4%
49,322
-2,037
6
$10.5M 3.11%
24,408
-886
7
$8.45M 2.5%
108,297
-541
8
$5.28M 1.56%
31,853
-1,170
9
$5.01M 1.48%
26,879
-933
10
$4.97M 1.47%
8,687
-182
11
$4.67M 1.38%
55,801
-203
12
$3.89M 1.15%
8,457
-152
13
$3.76M 1.11%
14,380
-537
14
$3.7M 1.09%
21,467
-753
15
$3.26M 0.96%
3,674
+879
16
$3.02M 0.89%
18,089
-590
17
$2.89M 0.86%
35,832
-637
18
$2.85M 0.84%
29,247
+11,488
19
$2.78M 0.82%
13,187
-275
20
$2.39M 0.71%
2,696
-74
21
$2.38M 0.7%
22,948
-389
22
$2.33M 0.69%
14,930
+5,779
23
$2.21M 0.65%
31,140
-550
24
$2.17M 0.64%
21,502
+11,943
25
$2.14M 0.63%
13,125
-232
1
2 3 4 5