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
$342M
AUM Growth
+$3.35M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
260
New
Increased
Reduced
Closed

Top Buys

1
+$2.13M
2
+$350K
3
+$236K
4
JBTM
JBT Marel
JBTM
+$233K
5
EXE
Expand Energy Corp
EXE
+$231K

Top Sells

1
+$253K
2
+$246K
3
+$232K
4
NVDA icon
NVIDIA
NVDA
+$218K
5
CMC icon
Commercial Metals
CMC
+$214K

Sector Composition

1 Technology 20.75%
2 Consumer Discretionary 7.57%
3 Communication Services 6.9%
4 Industrials 6.44%
5 Financials 6.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$76.2M 22.3%
129,416
+3,613
2
$18M 5.28%
289,241
+1,121
3
$14.8M 4.32%
109,886
-1,626
4
$12.6M 3.69%
109,319
-494
5
$12.2M 3.56%
48,582
-740
6
$10.2M 2.98%
24,145
-263
7
$7.72M 2.26%
109,891
+1,594
8
$5.96M 1.75%
31,496
-357
9
$5.84M 1.71%
26,613
-266
10
$5.74M 1.68%
14,203
-177
11
$5.1M 1.49%
8,704
+17
12
$4.93M 1.44%
21,259
-208
13
$4.24M 1.24%
56,069
+268
14
$3.85M 1.13%
8,496
+39
15
$3.45M 1.01%
3,664
-10
16
$3.42M 1%
17,948
-141
17
$3.17M 0.93%
13,214
+27
18
$2.79M 0.82%
31,290
+150
19
$2.72M 0.8%
35,996
+164
20
$2.67M 0.78%
29,218
-29
21
$2.46M 0.72%
2,686
-10
22
$2.05M 0.6%
21,422
-80
23
$2.02M 0.59%
14,980
+50
24
$2.02M 0.59%
11,397
+50
25
$1.94M 0.57%
23,062
+114
1
2 3 4 5