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CIM INVESTMENT MANAGEMENT INC 13F Holdings
Holdings from the most recent 13F from CIM INVESTMENT MANAGEMENT INC
Filed: 2022-05-17 (Q1 2022) | Holdings: 249 | Value: $296.1M | 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 56% $(80.2M) | 21.53% | $63.7M | +93.83% | +6.45% | +5.66% | |
| IJH - IShares S&P MidCap 400 | Reduce 53% $(17.3M) | 5.23% | $15.5M | +57.23% | +6.94% | +2.46% | |
| IJR - IShares S&P SmCap 600 | Reduce 28% $(4.5M) | 3.92% | $11.6M | +46.36% | +7.46% | -2.77% | |
| AAPL - Apple Inc | Reduce 56% $(13.0M) | 3.38% | $10.0M | +104.78% | +18.76% | +19.92% | |
| MSFT - Microsoft Corp | Reduce 57% $(11.8M) | 3.05% | $9.0M | +59.90% | +10.56% | +22.28% | |
| AMZN - Amazon.Com Inc | Reduce 43% $(5.6M) | 2.53% | $7.5M | +138.53% | +27.69% | +6.02% | |
| IEFA - IShares Core MSCI EAFE ETF | Reduce 49% $(6.8M) | 2.36% | $7.0M | +72.19% | -0.86% | +10.10% | |
| TSLA - Tesla Motors Inc | Reduce 49% $(5.8M) | 2.08% | $6.2M | +74.66% | +22.04% | -28.72% | |
| GOOGL - Alphabet Inc-Cl A | Reduce 50% $(4.8M) | 1.58% | $4.7M | +239.61% | +4.50% | +6.81% | |
| NVDA - NVIDIA Corporation | Add 133% ($2.4M) | 1.41% | $4.2M | +1149.26% | +6.05% | +79.09% | |
| EFA - IShares MSCI EAFE Index ETF | Reduce 60% $(6.0M) | 1.35% | $4.0M | +72.17% | -0.99% | +10.99% | |
| GOOG - Alphabet Inc-Cl C | Reduce 61% $(4.6M) | 1.00% | $2.9M | +235.80% | +4.88% | +7.19% | |
| META - Facebook Inc-A | Reduce 5% $(123.2K) | 0.83% | $2.5M | +203.87% | -12.67% | +23.43% | |
| DIS - Walt Disney Co/The | Reduce 30% $(1.0M) | 0.81% | $2.4M | +1.19% | +14.24% | -12.68% | |
| HD - Home Depot Inc | Reduce 35% $(1.3M) | 0.79% | $2.3M | +17.31% | +11.69% | +3.40% | |
| TMO - Thermo Fisher Scientific Inc | Add 33% ($516.1K) | 0.70% | $2.1M | -15.13% | +8.75% | -4.15% | |
| JPM - JPMorgan Chase & Co | Reduce 49% $(1.8M) | 0.63% | $1.9M | +178.12% | +1.17% | +18.85% | |
| NFLX - Netflix Inc | New Purchase | 0.58% | $1.7M | +369.47% | +31.30% | +98.85% | |
| GPN - Global Payments Inc. | New Purchase | 0.57% | $1.7M | -41.22% | +10.78% | -13.52% | |
| AKAM - Akamai Technologies | Reduce 24% $(532.2K) | 0.56% | $1.7M | +53.22% | -0.83% | -10.08% | |
| ENPH - Enphase Energy | New Purchase | 0.56% | $1.7M | -75.82% | +89.67% | +5.62% | |
| DLR - Digital Realy Trust Inc | New Purchase | 0.56% | $1.7M | +75.40% | +3.25% | -23.30% | |
| UAA - Under Armour Inc. | New Purchase | 0.56% | $1.7M | -54.64% | -11.99% | -31.29% | |
| UNP - Union Pacific Corp | Reduce 7% $(127.6K) | 0.55% | $1.6M | +25.50% | +4.74% | -12.31% | |
| COST - Costco Wholesale Corp | 0.55% | $1.6M | +132.93% | +22.16% | +9.08% | ||
| INTC - Intel Corp | New Purchase | 0.51% | $1.5M | +191.15% | -16.86% | -29.78% | |
| BMY - Bristol Myers Squibb Co | New Purchase | 0.48% | $1.4M | -14.57% | -4.61% | -13.45% | |
| MRK - Merck & Co. Inc. | New Purchase | 0.48% | $1.4M | +37.10% | -0.45% | +26.88% | |
| AVGO - Broadcom LTD | New Purchase | 0.48% | $1.4M | +650.92% | -6.15% | +16.67% | |
| PG - Procter & Gamble Co/The | New Purchase | 0.46% | $1.4M | +3.22% | -2.54% | +1.22% | |
| SBUX - Starbucks | New Purchase | 0.46% | $1.4M | +59.51% | +21.74% | +49.56% | |
| MA - MasterCard Inc-Class A | Reduce 67% $(2.7M) | 0.45% | $1.3M | +53.44% | +7.28% | +18.25% | |
| F - Ford Motor Co | New Purchase | 0.45% | $1.3M | +20.04% | +23.10% | -3.51% | |
| AAL - American Airlines Group Inc | New Purchase | 0.45% | $1.3M | -27.28% | -14.96% | -13.75% | |
| BLK - Blackrock Inc | New Purchase | 0.43% | $1.3M | +99.47% | +24.08% | +13.87% | |
| ADBE - Adobe Systems | Reduce 2% $(23.7K) | 0.43% | $1.3M | -40.44% | +8.57% | -10.87% | |
| JNJ - Johnson & Johnson | New Purchase | 0.43% | $1.3M | +40.83% | -6.15% | -8.99% | |
| NOW - Servicenow Inc. | New Purchase | 0.42% | $1.3M | +3.85% | +14.26% | +19.06% | |
| SWK - Stanley Black & Decker Inc | New Purchase | 0.42% | $1.2M | -23.91% | -14.82% | -28.90% | |
| UNH - UnitedHealth Group Inc | Reduce 33% $(618.3K) | 0.42% | $1.2M | -12.73% | +12.06% | -0.53% | |
| SYF - Synchrony Financial | New Purchase | 0.41% | $1.2M | +122.97% | +2.33% | -11.43% | |
| HON - Honeywell International Inc | New Purchase | 0.41% | $1.2M | +26.98% | +3.53% | +2.31% | |
| QCOM - Qualcomm Inc | New Purchase | 0.41% | $1.2M | +68.46% | +11.22% | -19.99% | |
| PYPL - Paypal Holdings Inc | Reduce 48% $(1.1M) | 0.41% | $1.2M | -41.88% | +27.05% | -22.05% | |
| EQIX - Equinix Inc. | New Purchase | 0.41% | $1.2M | +81.24% | +9.38% | +13.55% | |
| RTX - Raytheon Technologies Corp. | New Purchase | 0.40% | $1.2M | +107.20% | +1.59% | +4.93% | |
| XOM - Exxon Mobil Corp | New Purchase | 0.40% | $1.2M | +84.97% | +3.01% | +18.29% | |
| DOW - Dow Inc | New Purchase | 0.39% | $1.2M | -28.67% | -18.45% | -21.46% | |
| LNC - Lincoln National Corp | New Purchase | 0.38% | $1.1M | -20.17% | -6.92% | -59.02% | |
| LLY - Lilly (ELI) Co. | New Purchase | 0.38% | $1.1M | +240.50% | +5.92% | +47.71% | |
| BRK.B - Berkshire Hathaway Inc-Cl B | Reduce 100% | 0.00% | $0.00 | ||||
| ETSY - Etsy Inc. | Reduce 100% | 0.00% | $0.00 | -35.50% | +34.57% | +8.63% | |
| MBB - IShares MBS ETF | Reduce 100% | 0.00% | $0.00 | ||||
| LYV - Live Nation Entertainment In | Reduce 100% | 0.00% | $0.00 | +62.90% | +13.67% | -0.44% | |
| SPLK - Splunk Inc. | Reduce 100% | 0.00% | $0.00 | ||||
| VRTX - Vertex Pharmaceuticals Inc | Reduce 100% | 0.00% | $0.00 | +79.64% | +12.93% | +30.27% | |
| V - Visa Inc-Class A Shares | Reduce 100% | 0.00% | $0.00 | +58.41% | +6.32% | +16.09% | |