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CIM INVESTMENT MANAGEMENT INC 13F Holdings
Holdings from the most recent 13F from CIM INVESTMENT MANAGEMENT INC
Filed: 2022-02-02 (Q4 2021) | Holdings: 598 | Value: $652.0M | 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 | Add 99% ($71.6M) | 22.08% | $143.9M | +74.00% | -7.37% | -7.05% | |
| IJH - IShares S&P MidCap 400 | Add 96% ($16.3M) | 5.11% | $33.3M | +47.32% | -3.40% | +4.32% | |
| AAPL - Apple Inc | Add 90% ($9.9M) | 3.20% | $20.9M | +72.82% | -8.48% | -10.94% | |
| MSFT - Microsoft Corp | Add 91% ($9.9M) | 3.19% | $20.8M | +36.48% | -8.77% | -15.74% | |
| IJR - IShares S&P SmCap 600 | Add 98% ($8.3M) | 2.56% | $16.7M | +37.36% | -3.95% | +3.16% | |
| IEFA - IShares Core MSCI EAFE ETF | Add 103% ($7.5M) | 2.27% | $14.8M | +52.02% | -9.89% | -4.84% | |
| AMZN - Amazon.Com Inc | Add 98% ($6.6M) | 2.03% | $13.3M | +87.54% | -12.34% | -27.06% | |
| EFA - IShares MSCI EAFE Index ETF | Add 103% ($5.4M) | 1.63% | $10.7M | +52.61% | -9.70% | -4.05% | |
| TSLA - Tesla Motors Inc | Add 92% ($4.9M) | 1.55% | $10.1M | +47.43% | +3.09% | -35.38% | |
| GOOGL - Alphabet Inc-Cl A | Add 98% ($4.7M) | 1.45% | $9.4M | +168.04% | -19.47% | -28.09% | |
| GOOG - Alphabet Inc-Cl C | Add 98% ($3.7M) | 1.15% | $7.5M | +166.33% | -18.70% | -27.58% | |
| BRK.B - Berkshire Hathaway Inc-Cl B | Add 98% ($2.6M) | 0.81% | $5.3M | +51.87% | -0.11% | -3.39% | |
| PYPL - Paypal Holdings Inc | Add 101% ($2.3M) | 0.70% | $4.6M | -64.85% | -30.20% | -34.19% | |
| HD - Home Depot Inc | Add 65% ($1.7M) | 0.67% | $4.4M | -6.59% | -17.12% | -8.20% | |
| JPM - JPMorgan Chase & Co | Add 98% ($2.1M) | 0.66% | $4.3M | +126.58% | -17.37% | -2.84% | |
| V - Visa Inc-Class A Shares | Add 98% ($2.0M) | 0.62% | $4.1M | +44.95% | -10.36% | -0.50% | |
| DIS - Walt Disney Co/The | Add 98% ($2.0M) | 0.62% | $4.0M | -22.39% | -18.89% | -20.92% | |
| MA - MasterCard Inc-Class A | Add 98% ($2.0M) | 0.61% | $4.0M | +31.94% | -7.79% | -3.17% | |
| META - Facebook Inc-A | Add 98% ($2.0M) | 0.60% | $3.9M | +148.41% | -13.33% | -23.75% | |
| MBB - IShares MBS ETF | 0.42% | $2.8M | +3.79% | -7.21% | -7.24% | ||
| ETSY - Etsy Inc. | 0.34% | $2.2M | -57.00% | -24.83% | +10.28% | ||
| AKAM - Akamai Technologies | New Purchase | 0.33% | $2.2M | +31.31% | -0.09% | -21.57% | |
| SPLK - Splunk Inc. | 0.30% | $1.9M | +3.20% | -11.53% | |||
| NVDA - NVIDIA Corporation | Reduce 1% $(27.4K) | 0.30% | $1.9M | +804.49% | -19.84% | -13.65% | |
| UNH - UnitedHealth Group Inc | Reduce 2% $(37.2K) | 0.28% | $1.8M | -14.29% | +0.49% | -4.13% | |
| TMO - Thermo Fisher Scientific Inc | New Purchase | 0.27% | $1.8M | -21.89% | -8.16% | -1.03% | |
| VRTX - Vertex Pharmaceuticals Inc | Add 23% ($326.2K) | 0.27% | $1.7M | +79.20% | +7.58% | +20.33% | |
| ADBE - Adobe Systems | 0.25% | $1.6M | -53.94% | -22.05% | -27.45% | ||
| UNP - Union Pacific Corp | Reduce 2% $(28.5K) | 0.25% | $1.6M | +17.05% | -6.82% | -14.07% | |
| LYV - Live Nation Entertainment In | 0.25% | $1.6M | +53.58% | -7.82% | -26.02% | ||
| COST - Costco Wholesale Corp | Reduce 2% $(30.1K) | 0.24% | $1.6M | +108.04% | +2.53% | +0.48% | |
| T - AT&T Inc | Reduce 100% | 0.00% | $0.00 | +48.36% | +5.98% | +13.74% | |
| AFRM - Affirm Holdings Inc. | Reduce 100% | 0.00% | $0.00 | ||||
| BIIB - Biogen Inc | Reduce 100% | 0.00% | $0.00 | -25.29% | -4.33% | +31.92% | |
| BMY - Bristol Myers Squibb Co | Reduce 100% | 0.00% | $0.00 | +1.63% | +16.67% | +18.36% | |
| AVGO - Broadcom LTD | Reduce 100% | 0.00% | $0.00 | +190.33% | -1.77% | +3.55% | |
| C - Citigroup Inc | Reduce 100% | 0.00% | $0.00 | +20.73% | -23.01% | -19.23% | |
| CTXS - Citrix Systems | Reduce 100% | 0.00% | $0.00 | ||||
| DE - Deere & Company | Reduce 100% | 0.00% | $0.00 | +30.16% | +5.14% | +10.70% | |
| DKNG - DraftKings, Inc. | Reduce 100% | 0.00% | $0.00 | +106.09% | -28.80% | -20.35% | |
| EBAY - Ebay, Inc. | Reduce 100% | 0.00% | $0.00 | +15.99% | -7.45% | -11.01% | |
| XOM - Exxon Mobil Corp | Reduce 100% | 0.00% | $0.00 | +63.76% | +11.33% | +45.29% | |
| JNJ - Johnson & Johnson | Reduce 100% | 0.00% | $0.00 | ||||
| MRK - Merck & Co. Inc. | Reduce 100% | 0.00% | $0.00 | +34.61% | +7.62% | +30.13% | |
| NOC - Northrop Grumman Corp | Reduce 100% | 0.00% | $0.00 | ||||
| PG - Procter & Gamble Co/The | Reduce 100% | 0.00% | $0.00 | +18.55% | -3.02% | -9.69% | |
| RTX - Raytheon Technologies Corp. | Reduce 100% | 0.00% | $0.00 | +42.12% | +4.10% | +7.15% | |
| NOW - Servicenow Inc. | Reduce 100% | 0.00% | $0.00 | +84.69% | -15.20% | -16.89% | |
| SQ - Square Inc.-A | Reduce 100% | 0.00% | $0.00 | -17.24% | -4.36% | -20.83% | |
| SYF - Synchrony Financial | Reduce 100% | 0.00% | $0.00 | +70.85% | -9.27% | -10.47% | |
| TWTR - Twitter Inc | Reduce 100% | 0.00% | $0.00 | ||||
| UBER - UBER Technologies Inc. | Reduce 100% | 0.00% | $0.00 | +99.45% | -18.32% | -8.29% | |