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CIM INVESTMENT MANAGEMENT INC 13F Holdings
Holdings from the most recent 13F from CIM INVESTMENT MANAGEMENT INC
Filed: 2022-11-14 (Q3 2022) | Holdings: 224 | Value: $225.0M | 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 | Reduce 3% $(1.4M) | 23.27% | $52.4M | +93.35% | +3.67% | +13.95% | |
| IJH - IShares S&P MidCap 400 | Add 1% ($85.7K) | 5.66% | $12.7M | +50.79% | +6.18% | +1.19% | |
| IJR - IShares S&P SmCap 600 | Add 1% ($70.9K) | 4.21% | $9.5M | +41.71% | +4.68% | -3.16% | |
| AAPL - Apple Inc | Reduce 1% $(58.3K) | 3.12% | $7.0M | +96.96% | +2.20% | +24.21% | |
| MSFT - Microsoft Corp | 2.71% | $6.1M | +70.83% | +10.22% | +52.24% | ||
| IEFA - IShares Core MSCI EAFE ETF | Add 4% ($237.1K) | 2.45% | $5.5M | +73.96% | +8.40% | +9.78% | |
| TSLA - Tesla Motors Inc | Add 200% ($3.0M) | 2.02% | $4.5M | +121.28% | +9.37% | +23.97% | |
| AMZN - Amazon.Com Inc | 1.91% | $4.3M | +157.55% | -1.99% | +38.75% | ||
| GOOGL - Alphabet Inc-Cl A | Add 1900% ($3.0M) | 1.42% | $3.2M | +297.47% | -1.34% | +37.00% | |
| EFA - IShares MSCI EAFE Index ETF | 1.35% | $3.0M | +73.29% | +8.59% | +10.20% | ||
| XLU - Utilities Select Sector SPDR | New Purchase | 1.07% | $2.4M | +48.02% | +1.25% | -6.19% | |
| HD - Home Depot Inc | 0.96% | $2.1M | +11.60% | +6.11% | +4.11% | ||
| NFLX - Netflix Inc | Reduce 25% $(710.5K) | 0.95% | $2.1M | +183.51% | +16.89% | +49.40% | |
| GOOG - Alphabet Inc-Cl C | Add 1900% ($1.9M) | 0.90% | $2.0M | +292.19% | -1.59% | +38.22% | |
| LDOS - Leidos Holdings Inc. | Reduce 3% $(53.9K) | 0.83% | $1.9M | +27.71% | -6.28% | +1.65% | |
| NVDA - NVIDIA Corporation | 0.82% | $1.8M | +1222.07% | +36.17% | +192.54% | ||
| TMO - Thermo Fisher Scientific Inc | Add 1% ($22.8K) | 0.80% | $1.8M | -14.65% | +4.29% | -13.25% | |
| ENPH - Enphase Energy | Reduce 28% $(630.2K) | 0.73% | $1.7M | -87.89% | -29.61% | -70.02% | |
| DIS - Walt Disney Co/The | 0.73% | $1.6M | +13.19% | +13.79% | -2.16% | ||
| META - Meta Platforms Inc. | 0.67% | $1.5M | +423.59% | +52.63% | +186.65% | ||
| MRK - Merck & Co. Inc. | 0.66% | $1.5M | +24.36% | +7.96% | +3.71% | ||
| JPM - JPMorgan Chase & Co | 0.63% | $1.4M | +146.09% | +7.56% | +14.50% | ||
| BMY - Bristol Myers Squibb Co | 0.61% | $1.4M | -13.75% | -5.73% | -30.10% | ||
| COST - Costco Wholesale Corp | 0.59% | $1.3M | +105.33% | -1.51% | +15.63% | ||
| UNH - UnitedHealth Group Inc | 0.58% | $1.3M | -17.46% | -3.91% | +6.54% | ||
| XOM - Exxon Mobil Corp | 0.55% | $1.2M | +47.73% | +2.78% | -5.80% | ||
| BIIB - Biogen Inc | 0.54% | $1.2M | -33.69% | -7.21% | -23.63% | ||
| UBER - UBER Technologies Inc. | 0.52% | $1.2M | +152.43% | +19.77% | +77.72% | ||
| JNJ - Johnson & Johnson | 0.52% | $1.2M | +44.36% | -6.85% | -11.10% | ||
| DLR - Digital Realy Trust Inc | 0.51% | $1.2M | +101.53% | +5.08% | +28.62% | ||
| UNP - Union Pacific Corp | 0.51% | $1.2M | +32.33% | -6.17% | +2.71% | ||
| AKAM - Akamai Technologies | 0.50% | $1.1M | +60.70% | -15.49% | +20.40% | ||
| HON - Honeywell International Inc | 0.46% | $1.0M | +15.46% | -6.34% | -10.04% | ||
| CMI - Cummins Inc. | 0.46% | $1.0M | +205.15% | +2.03% | -8.18% | ||
| AVGO - Broadcom LTD | 0.44% | $996.0K | +736.16% | +15.62% | +88.94% | ||
| SYF - Synchrony Financial | 0.44% | $990.0K | +98.91% | -4.59% | -20.35% | ||
| RTX - Raytheon Technologies Corp. | 0.43% | $974.0K | +106.33% | +9.01% | -11.75% | ||
| BLK - Blackrock Inc | Add 3% ($31.9K) | 0.42% | $948.0K | +57.07% | -3.68% | -3.65% | |
| CVX - Chevron Corp | New Purchase | 0.41% | $928.0K | +14.71% | -8.17% | -19.37% | |
| EQIX - Equinix Inc. | 0.41% | $919.0K | +79.56% | +12.90% | +23.66% | ||
| DKNG - DraftKings, Inc. | New Purchase | 0.41% | $918.0K | +61.48% | +16.67% | +140.29% | |
| PYPL - Paypal Holdings Inc | New Purchase | 0.40% | $902.0K | -50.61% | -15.76% | -37.02% | |
| QCOM - Qualcomm Inc | 0.40% | $902.0K | +81.47% | +6.58% | +5.35% | ||
| TWTR - Twitter Inc | New Purchase | 0.39% | $887.0K | ||||
| F - Ford Motor Co | New Purchase | 0.39% | $877.0K | +9.07% | -3.81% | -19.04% | |
| WMT - Wal-Mart Stores Inc | New Purchase | 0.39% | $874.0K | +180.71% | +1.04% | +18.38% | |
| NOW - Servicenow Inc. | Add 3% ($24.9K) | 0.39% | $872.0K | +7.43% | +12.00% | +57.14% | |
| PNC - PNC Financial Services Group | 0.39% | $871.0K | +49.10% | -2.42% | -18.33% | ||
| AAL - American Airlines Group Inc | 0.39% | $868.0K | -15.51% | +11.85% | -17.31% | ||
| C - Citigroup Inc | New Purchase | 0.36% | $805.0K | +185.81% | +5.02% | -5.77% | |
| T - AT&T Inc | Reduce 100% | 0.00% | $0.00 | +37.24% | +2.13% | -12.05% | |
| ADBE - Adobe Systems | Reduce 100% | 0.00% | $0.00 | +48.08% | +7.90% | +70.86% | |
| DOW - Dow Inc | Reduce 100% | 0.00% | $0.00 | ||||
| GPN - Global Payments Inc. | Reduce 100% | 0.00% | $0.00 | +14.82% | +12.08% | +9.51% | |
| INTC - Intel Corp | Reduce 100% | 0.00% | $0.00 | -19.79% | -6.09% | +33.65% | |
| PFE - Pfizer Inc | Reduce 100% | 0.00% | $0.00 | -41.07% | -11.39% | -36.04% | |
| PWR - Quanta Services Inc | Reduce 100% | 0.00% | $0.00 | +139.99% | +8.37% | +27.80% | |
| SWK - Stanley Black & Decker Inc | Reduce 100% | 0.00% | $0.00 | +16.73% | +11.55% | +12.77% | |