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CIM INVESTMENT MANAGEMENT INC 13F Holdings
Holdings from the most recent 13F from CIM INVESTMENT MANAGEMENT INC
Filed: 2021-11-15 (Q3 2021) | Holdings: 299 | Value: $317.8M | Filing Link
PREMIUM
Author Returns
Returns are calculated from when the filing is published and are weighted by the size of the holding.
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Filing Returns
Returns are calculated from when the filing is published and are weighted by the size of the holding.
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Holding Returns | |||||||
|---|---|---|---|---|---|---|---|
| Stock | Put/Call | Change | Holding Pct | Value | Current Return | 3M Return | 1Y Return |
| IVV - IShares S&P 500 Index | Reduce 3% $(2.1M) | 21.61% | $68.7M | +68.54% | -4.08% | -14.05% | |
| IJH - IShares S&P MidCap 400 | Reduce 2% $(334.1K) | 5.15% | $16.4M | +34.15% | -6.66% | -12.23% | |
| MSFT - Microsoft Corp | Reduce 1% $(64.6K) | 3.13% | $9.9M | +26.06% | -10.43% | -27.18% | |
| AAPL - Apple Inc | Reduce 1% $(50.5K) | 3.08% | $9.8M | +101.11% | +15.23% | -0.19% | |
| IJR - IShares S&P SmCap 600 | 2.59% | $8.2M | +22.27% | -8.23% | -15.24% | ||
| IEFA - IShares Core MSCI EAFE ETF | Reduce 1% $(85.2K) | 2.28% | $7.3M | +45.12% | -4.00% | -17.54% | |
| AMZN - Amazon.Com Inc | Reduce 1% $(36.1K) | 2.09% | $6.6M | +50.22% | -10.65% | -45.11% | |
| EFA - IShares MSCI EAFE Index ETF | 1.64% | $5.2M | +46.33% | -3.52% | -16.54% | ||
| GOOGL - Alphabet Inc-Cl A | Reduce 9% $(465.2K) | 1.44% | $4.6M | +163.62% | -7.03% | -33.28% | |
| TSLA - Tesla Motors Inc | Add 20% ($755.3K) | 1.41% | $4.5M | +29.61% | -7.97% | -44.11% | |
| GOOG - Alphabet Inc-Cl C | Reduce 1% $(18.7K) | 1.14% | $3.6M | +159.42% | -7.83% | -33.64% | |
| MBB - IShares MBS ETF | New Purchase | 0.87% | $2.8M | +2.15% | -3.14% | -11.75% | |
| PYPL - Paypal Holdings Inc | Reduce 1% $(14.3K) | 0.83% | $2.6M | -78.74% | -48.56% | -59.50% | |
| BRK.B - Berkshire Hathaway Inc-Cl B | 0.80% | $2.5M | +70.48% | +10.96% | +8.54% | ||
| HD - Home Depot Inc | Reduce 1% $(13.1K) | 0.75% | $2.4M | -9.10% | -7.97% | -15.65% | |
| ETSY - Etsy Inc. | Add 89% ($1.1M) | 0.70% | $2.2M | -78.92% | -48.52% | -56.11% | |
| JPM - JPMorgan Chase & Co | Reduce 1% $(13.1K) | 0.70% | $2.2M | +104.66% | -6.66% | -17.80% | |
| DIS - Walt Disney Co/The | Reduce 1% $(12.9K) | 0.67% | $2.1M | -31.69% | -1.70% | -40.93% | |
| V - Visa Inc-Class A Shares | Reduce 1% $(10.9K) | 0.66% | $2.1M | +59.22% | +8.03% | -0.20% | |
| META - Facebook Inc-A | 0.63% | $2.0M | +76.75% | -37.02% | -67.07% | ||
| MA - MasterCard Inc-Class A | Reduce 1% $(10.1K) | 0.63% | $2.0M | +40.72% | +5.12% | -5.48% | |
| SPLK - Splunk Inc. | Reduce 1% $(10.6K) | 0.61% | $1.9M | -11.96% | -42.15% | ||
| ADBE - Adobe Systems | Reduce 1% $(8.6K) | 0.52% | $1.6M | -63.46% | -27.53% | -48.66% | |
| LYV - Live Nation Entertainment In | New Purchase | 0.50% | $1.6M | +44.75% | +5.07% | -35.33% | |
| RTX - Raytheon Technologies Corp. | 0.50% | $1.6M | +121.45% | +6.76% | +8.17% | ||
| UNH - UnitedHealth Group Inc | Reduce 1% $(8.6K) | 0.46% | $1.4M | -5.35% | +6.32% | +14.39% | |
| C - Citigroup Inc | Reduce 10% $(157.7K) | 0.44% | $1.4M | +115.39% | -1.89% | -26.85% | |
| NOW - Servicenow Inc. | Reduce 1% $(7.5K) | 0.43% | $1.4M | -35.04% | -13.74% | -39.82% | |
| NVDA - NVIDIA Corporation | Add 128% ($774.2K) | 0.43% | $1.4M | +643.46% | -10.90% | -46.49% | |
| SQ - Square Inc.-A | New Purchase | 0.43% | $1.4M | -68.82% | -52.88% | -69.93% | |
| PG - Procter & Gamble Co/The | Reduce 1% $(7.4K) | 0.43% | $1.4M | +9.52% | +7.78% | -1.45% | |
| MRK - Merck & Co. Inc. | Reduce 1% $(7.3K) | 0.42% | $1.3M | +54.47% | -6.83% | +23.62% | |
| T - AT&T Inc | Reduce 1% $(7.6K) | 0.41% | $1.3M | +74.06% | -1.47% | +7.93% | |
| COST - Costco Wholesale Corp | New Purchase | 0.40% | $1.3M | +106.77% | -1.28% | +1.50% | |
| XOM - Exxon Mobil Corp | Reduce 1% $(7.4K) | 0.40% | $1.3M | +171.65% | +23.12% | +82.45% | |
| CTXS - Citrix Systems | New Purchase | 0.40% | $1.3M | +17.05% | |||
| UNP - Union Pacific Corp | Reduce 1% $(6.7K) | 0.40% | $1.3M | +21.64% | +5.38% | -10.41% | |
| BMY - Bristol Myers Squibb Co | Reduce 1% $(6.8K) | 0.40% | $1.3M | +14.21% | +14.61% | +31.96% | |
| TWTR - Twitter Inc | New Purchase | 0.39% | $1.3M | -31.44% | |||
| JNJ - Johnson & Johnson | Reduce 1% $(7.1K) | 0.39% | $1.3M | +56.35% | +3.14% | +9.10% | |
| DKNG - DraftKings, Inc. | New Purchase | 0.39% | $1.2M | -37.59% | -41.69% | -62.31% | |
| UBER - UBER Technologies Inc. | New Purchase | 0.38% | $1.2M | +67.68% | -19.68% | -34.04% | |
| DE - Deere & Company | New Purchase | 0.37% | $1.2M | +73.87% | +8.86% | +14.35% | |
| VRTX - Vertex Pharmaceuticals Inc | New Purchase | 0.37% | $1.2M | +140.43% | +26.45% | +63.82% | |
| SYF - Synchrony Financial | New Purchase | 0.37% | $1.2M | +56.42% | -10.14% | -28.12% | |
| NOC - Northrop Grumman Corp | Reduce 1% $(6.5K) | 0.36% | $1.2M | +66.49% | +9.69% | +42.33% | |
| AFRM - Affirm Holdings Inc. | New Purchase | 0.36% | $1.1M | -55.43% | -70.76% | -89.70% | |
| BIIB - Biogen Inc | New Purchase | 0.36% | $1.1M | -25.69% | -20.02% | +11.83% | |
| EBAY - Ebay, Inc. | Reduce 1% $(6.8K) | 0.36% | $1.1M | +61.31% | -22.21% | -37.78% | |
| AVGO - Broadcom LTD | New Purchase | 0.35% | $1.1M | +709.27% | +6.55% | -6.55% | |
| AKAM - Akamai Technologies | Reduce 100% | 0.00% | $0.00 | -13.59% | -3.63% | -16.53% | |
| BDX - Becton Dickinson and Co | Reduce 100% | 0.00% | $0.00 | -2.58% | +11.41% | -5.45% | |
| DXCM - Dexcom Inc. | Reduce 100% | 0.00% | $0.00 | -51.56% | -35.77% | -28.64% | |
| DOW - Dow Inc | Reduce 100% | 0.00% | $0.00 | ||||
| GILD - Gilead Sciences Inc | Reduce 100% | 0.00% | $0.00 | +55.56% | -7.21% | +28.84% | |
| INTC - Intel Corp | Reduce 100% | 0.00% | $0.00 | -48.52% | -3.52% | -39.05% | |
| IBM - Int'l Bus Machines | Reduce 100% | 0.00% | $0.00 | +118.30% | +9.94% | +27.55% | |
| LLY - Lilly (ELI) Co. | Reduce 100% | 0.00% | $0.00 | +218.92% | -4.03% | +39.23% | |
| NFLX - Netflix Inc | Reduce 100% | 0.00% | $0.00 | +30.75% | -41.31% | -54.88% | |
| PINS - Pinterest Inc. | Reduce 100% | 0.00% | $0.00 | -36.68% | -46.26% | -47.03% | |
| POOL - Pool Corp | Reduce 100% | 0.00% | $0.00 | -31.26% | -19.02% | -40.00% | |
| QCOM - Qualcomm Inc | Reduce 100% | 0.00% | $0.00 | +0.72% | +3.06% | -26.82% | |
| TMO - Thermo Fisher Scientific Inc | Reduce 100% | 0.00% | $0.00 | -15.37% | -12.66% | -14.79% | |
| WMT - Wal-Mart Stores Inc | Reduce 100% | 0.00% | $0.00 | ||||