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CIM INVESTMENT MANAGEMENT INC 13F Holdings
Holdings from the most recent 13F from CIM INVESTMENT MANAGEMENT INC
Filed: 2023-02-14 (Q4 2022) | Holdings: 248 | Value: $254.1M | 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 | Add 5% ($2.8M) | 23.16% | $58.9M | +88.15% | +1.03% | +24.30% | |
| IJH - IShares S&P MidCap 400 | Reduce 1% $(80.8K) | 5.50% | $14.0M | +43.99% | -7.19% | +8.63% | |
| IJR - IShares S&P SmCap 600 | 4.03% | $10.2M | +37.80% | -10.22% | +6.20% | ||
| AGG - Ishares Core US Aggregate | New Purchase | 3.14% | $8.0M | +13.06% | +1.67% | +2.43% | |
| IEFA - IShares Core MSCI EAFE ETF | Add 1% ($61.2K) | 2.57% | $6.5M | +61.64% | +4.11% | +10.36% | |
| AAPL - Apple Inc | Reduce 2% $(152.9K) | 2.54% | $6.5M | +95.51% | +12.54% | +20.72% | |
| MSFT - Microsoft Corp | Reduce 2% $(142.5K) | 2.42% | $6.1M | +55.57% | +15.33% | +52.76% | |
| EFA - IShares MSCI EAFE Index ETF | Add 1% ($40.3K) | 1.41% | $3.6M | +60.84% | +4.35% | +10.88% | |
| AMZN - Amazon.Com Inc | Reduce 2% $(73.9K) | 1.23% | $3.1M | +168.26% | +12.22% | +71.36% | |
| GOOGL - Alphabet Inc-Cl A | Reduce 2% $(70.1K) | 1.13% | $2.9M | +313.33% | +23.30% | +51.10% | |
| XLU - Utilities Select Sector SPDR | Reduce 3% $(71.1K) | 0.99% | $2.5M | +47.99% | +1.81% | -6.07% | |
| HD - Home Depot Inc | Reduce 3% $(64.4K) | 0.94% | $2.4M | +6.78% | -7.99% | +17.49% | |
| TSLA - Tesla Motors Inc | Add 10% ($219.9K) | 0.92% | $2.3M | +104.69% | -21.44% | -5.34% | |
| NVDA - NVIDIA Corporation | Reduce 2% $(52.0K) | 0.85% | $2.2M | +880.15% | +28.42% | +222.37% | |
| NFLX - Netflix Inc | Reduce 27% $(719.5K) | 0.77% | $1.9M | +145.80% | -5.82% | +66.41% | |
| TMO - Thermo Fisher Scientific Inc | Reduce 2% $(47.4K) | 0.75% | $1.9M | -18.40% | -7.82% | -3.24% | |
| MRK - Merck & Co. Inc. | Reduce 2% $(46.8K) | 0.74% | $1.9M | +14.29% | +7.97% | +19.86% | |
| GOOG - Alphabet Inc-Cl C | Reduce 2% $(41.0K) | 0.72% | $1.8M | +308.46% | +23.45% | +51.93% | |
| JPM - JPMorgan Chase & Co | Reduce 3% $(48.8K) | 0.70% | $1.8M | +132.33% | -3.76% | +30.65% | |
| META - Meta Platforms Inc. | Add 31% ($419.0K) | 0.69% | $1.7M | +244.49% | +35.40% | +174.37% | |
| ENPH - Enphase Energy | Reduce 2% $(39.2K) | 0.60% | $1.5M | -82.06% | -19.23% | -34.70% | |
| XOM - Exxon Mobil Corp | Reduce 3% $(41.0K) | 0.60% | $1.5M | +44.17% | -8.42% | -7.15% | |
| ATVI - Activision Blizzard Inc. | New Purchase | 0.58% | $1.5M | ||||
| DIS - Walt Disney Co/The | Reduce 3% $(41.6K) | 0.58% | $1.5M | +1.47% | -13.29% | +5.35% | |
| LDOS - Leidos Holdings Inc. | Reduce 35% $(788.0K) | 0.57% | $1.5M | +41.40% | -16.70% | +31.47% | |
| UNH - UnitedHealth Group Inc | Reduce 3% $(36.1K) | 0.53% | $1.3M | -13.82% | -0.22% | +7.98% | |
| AMD - Adv Micro Device | New Purchase | 0.50% | $1.3M | +426.78% | +14.45% | +107.71% | |
| COST - Costco Wholesale Corp | Reduce 3% $(33.3K) | 0.49% | $1.2M | +112.01% | +0.07% | +48.47% | |
| JNJ - Johnson & Johnson | Reduce 3% $(34.6K) | 0.48% | $1.2M | +52.51% | -0.77% | +0.47% | |
| AVGO - Broadcom LTD | Reduce 2% $(29.6K) | 0.48% | $1.2M | +633.84% | +7.61% | +116.05% | |
| MU - Micron Technology Inc | New Purchase | 0.48% | $1.2M | +1168.64% | +5.61% | +34.02% | |
| CMI - Cummins Inc. | Reduce 3% $(32.2K) | 0.48% | $1.2M | +206.17% | -11.23% | +10.27% | |
| NOW - Servicenow Inc. | Add 33% ($297.4K) | 0.47% | $1.2M | -3.05% | +0.91% | +69.94% | |
| UNP - Union Pacific Corp | Reduce 3% $(32.5K) | 0.47% | $1.2M | +42.08% | -0.31% | +27.41% | |
| BLK - Blackrock Inc | Reduce 2% $(29.8K) | 0.47% | $1.2M | +64.22% | -9.70% | +14.17% | |
| RTX - Raytheon Technologies Corp. | Reduce 3% $(33.2K) | 0.46% | $1.2M | +90.13% | -3.73% | -6.73% | |
| AKAM - Akamai Technologies | Reduce 3% $(30.5K) | 0.45% | $1.1M | +83.44% | +5.38% | +36.85% | |
| DLR - Digital Realy Trust Inc | Reduce 3% $(32.6K) | 0.45% | $1.1M | +93.93% | -11.44% | +37.88% | |
| CVX - Chevron Corp | Reduce 3% $(31.6K) | 0.44% | $1.1M | +24.63% | -7.20% | -5.04% | |
| UBER - UBER Technologies Inc. | Reduce 3% $(29.2K) | 0.42% | $1.1M | +118.11% | +8.94% | +132.48% | |
| EQIX - Equinix Inc. | Reduce 3% $(28.8K) | 0.40% | $1.0M | +61.19% | +3.67% | +24.37% | |
| BA - Boeing Co/The | New Purchase | 0.40% | $1.0M | +9.08% | -6.63% | -5.45% | |
| UAA - Under Armour Inc. | New Purchase | 0.38% | $955.3K | -52.10% | -26.95% | -21.33% | |
| CAT - Caterpillar Inc. | New Purchase | 0.37% | $927.6K | +292.93% | -13.01% | +34.99% | |
| DE - Deere & Company | New Purchase | 0.36% | $921.8K | +51.53% | -8.68% | -9.12% | |
| ADBE - Adobe Systems | New Purchase | 0.36% | $916.0K | -35.88% | -7.97% | +57.20% | |
| PNC - PNC Financial Services Group | Reduce 3% $(25.4K) | 0.35% | $895.2K | +53.28% | -27.84% | -1.59% | |
| AAL - American Airlines Group Inc | Reduce 3% $(23.6K) | 0.35% | $893.0K | -23.74% | -14.18% | -10.46% | |
| F - Ford Motor Co | Reduce 3% $(24.6K) | 0.35% | $886.2K | +14.99% | -7.57% | +4.83% | |
| PRU - Prudential Financial Inc | New Purchase | 0.35% | $885.2K | +17.95% | -21.45% | +12.77% | |
| BIIB - Biogen Inc | Reduce 100% | 0.00% | $0.00 | -44.23% | +8.29% | -22.45% | |
| BMY - Bristol Myers Squibb Co | Reduce 100% | 0.00% | $0.00 | -11.58% | -4.94% | -28.92% | |
| C - Citigroup Inc | Reduce 100% | 0.00% | $0.00 | +49.79% | -8.43% | +13.58% | |
| DKNG - DraftKings, Inc. | Reduce 100% | 0.00% | $0.00 | +160.60% | +40.24% | +165.43% | |
| HON - Honeywell International Inc | Reduce 100% | 0.00% | $0.00 | +21.70% | -1.72% | +1.26% | |
| PYPL - Paypal Holdings Inc | Reduce 100% | 0.00% | $0.00 | +13.38% | -18.66% | -21.99% | |
| QCOM - Qualcomm Inc | Reduce 100% | 0.00% | $0.00 | +26.43% | -18.12% | +22.63% | |
| SYF - Synchrony Financial | Reduce 100% | 0.00% | $0.00 | +96.83% | -21.52% | +14.37% | |
| TWTR - Twitter Inc | Reduce 100% | 0.00% | $0.00 | ||||
| WMT - Wal-Mart Stores Inc | Reduce 100% | 0.00% | $0.00 | ||||