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CIM INVESTMENT MANAGEMENT INC 13F Holdings
Holdings from the most recent 13F from CIM INVESTMENT MANAGEMENT INC
Filed: 2023-05-16 (Q1 2023) | Holdings: 267 | Value: $270.2M | 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 7% $(4.2M) | 21.75% | $58.8M | +86.48% | +6.22% | +30.40% | |
| IJH - IShares S&P MidCap 400 | 5.35% | $14.4M | +56.76% | +6.40% | +25.49% | ||
| IJR - IShares S&P SmCap 600 | 3.88% | $10.5M | +54.48% | +6.87% | +21.39% | ||
| AAPL - Apple Inc | Add 4% ($357.8K) | 3.16% | $8.6M | +74.09% | +1.47% | +11.16% | |
| IEFA - IShares Core MSCI EAFE ETF | Reduce 1% $(50.5K) | 2.60% | $7.0M | +56.50% | -2.57% | +14.67% | |
| MSFT - Microsoft Corp | Reduce 16% $(1.2M) | 2.29% | $6.2M | +33.37% | +1.68% | +35.61% | |
| NVDA - NVIDIA Corporation | Add 4% ($180.0K) | 1.59% | $4.3M | +646.94% | +46.53% | +212.70% | |
| TSLA - Tesla Motors Inc | Add 4% ($160.2K) | 1.51% | $4.1M | +157.38% | +30.17% | +5.37% | |
| EFA - IShares MSCI EAFE Index ETF | Reduce 1% $(26.0K) | 1.44% | $3.9M | +55.43% | -2.69% | +15.17% | |
| GOOGL - Alphabet Inc-Cl A | Add 4% ($150.5K) | 1.31% | $3.5M | +226.52% | +8.62% | +47.20% | |
| AMZN - Amazon.Com Inc | Reduce 25% $(979.2K) | 1.06% | $2.9M | +131.37% | +16.62% | +60.76% | |
| META - Meta Platforms Inc. | Reduce 9% $(266.0K) | 1.04% | $2.8M | +154.87% | +19.56% | +98.12% | |
| XLU - Utilities Select Sector SPDR | Add 5% ($124.1K) | 0.94% | $2.5M | +48.18% | -4.77% | +11.90% | |
| HD - Home Depot Inc | Add 5% ($111.3K) | 0.87% | $2.4M | +18.69% | +16.83% | +25.23% | |
| NFLX - Netflix Inc | Reduce 1% $(32.5K) | 0.83% | $2.2M | +164.23% | +21.47% | +87.21% | |
| GOOG - Alphabet Inc-Cl C | Add 4% ($87.6K) | 0.82% | $2.2M | +221.99% | +8.55% | +47.52% | |
| TMO - Thermo Fisher Scientific Inc | Add 5% ($91.1K) | 0.77% | $2.1M | -11.25% | +2.67% | +14.27% | |
| JPM - JPMorgan Chase & Co | Add 5% ($86.8K) | 0.67% | $1.8M | +140.21% | +10.12% | +54.69% | |
| XOM - Exxon Mobil Corp | Add 14% ($205.9K) | 0.64% | $1.7M | +59.97% | +5.71% | +19.79% | |
| TGT - Target Corp. | New Purchase | 0.57% | $1.5M | -13.48% | -15.77% | +6.24% | |
| NOW - Servicenow Inc. | Add 5% ($65.5K) | 0.55% | $1.5M | -7.19% | +13.38% | +59.55% | |
| AVGO - Broadcom LTD | Add 5% ($63.5K) | 0.54% | $1.5M | +574.02% | +28.45% | +119.80% | |
| MU - Micron Technology Inc | Reduce 2% $(22.7K) | 0.53% | $1.4M | +1102.36% | -1.39% | +95.15% | |
| UBER - UBER Technologies Inc. | Add 5% ($67.4K) | 0.53% | $1.4M | +102.39% | +16.54% | +74.05% | |
| COST - Costco Wholesale Corp | Add 5% ($65.1K) | 0.52% | $1.4M | +113.58% | +9.86% | +64.55% | |
| STZ - Constellation Brands, Inc | New Purchase | 0.51% | $1.4M | -33.06% | +14.05% | +14.49% | |
| LDOS - Leidos Holdings Inc. | Add 5% ($61.3K) | 0.50% | $1.3M | +72.41% | +25.44% | +95.62% | |
| UNH - UnitedHealth Group Inc | Add 8% ($100.2K) | 0.48% | $1.3M | -12.40% | +3.33% | +10.99% | |
| ENPH - Enphase Energy | Add 5% ($55.9K) | 0.47% | $1.3M | -76.76% | -18.51% | -29.13% | |
| JNJ - Johnson & Johnson | Add 17% ($182.1K) | 0.47% | $1.3M | +53.46% | +9.72% | -0.25% | |
| CMI - Cummins Inc. | Add 5% ($58.5K) | 0.46% | $1.3M | +253.00% | +9.77% | +37.47% | |
| UNP - Union Pacific Corp | Add 5% ($58.0K) | 0.45% | $1.2M | +44.41% | +14.65% | +27.26% | |
| BA - Boeing Co/The | Add 5% ($59.7K) | 0.45% | $1.2M | +16.85% | +10.77% | -8.76% | |
| RTX - Raytheon Technologies Corp. | Add 5% ($59.6K) | 0.44% | $1.2M | +99.44% | -9.91% | +12.44% | |
| EQIX - Equinix Inc. | Add 5% ($54.8K) | 0.44% | $1.2M | +60.03% | +5.30% | +13.42% | |
| DLR - Digital Realy Trust Inc | Add 5% ($58.6K) | 0.43% | $1.2M | +130.23% | +31.75% | +59.78% | |
| CVX - Chevron Corp | Add 10% ($106.2K) | 0.42% | $1.1M | +36.40% | +5.22% | +10.55% | |
| AKAM - Akamai Technologies | Add 5% ($52.2K) | 0.41% | $1.1M | +72.50% | +15.58% | +9.82% | |
| ADBE - Adobe Systems | Add 4% ($46.6K) | 0.41% | $1.1M | -30.27% | +48.16% | +39.98% | |
| BMY - Bristol Myers Squibb Co | New Purchase | 0.40% | $1.1M | -3.29% | -6.50% | -31.52% | |
| BLK - Blackrock Inc | Reduce 6% $(63.6K) | 0.39% | $1.1M | +83.13% | +6.05% | +30.39% | |
| QCOM - Qualcomm Inc | New Purchase | 0.38% | $1.0M | +116.14% | +6.39% | +90.85% | |
| WM - Waste Mgmt Holding | New Purchase | 0.38% | $1.0M | +35.66% | -5.24% | +27.36% | |
| PEP - Pepsico Inc | New Purchase | 0.38% | $1.0M | -13.09% | -7.04% | -2.96% | |
| NUE - Nucor Corporation | New Purchase | 0.38% | $1.0M | +72.72% | +21.19% | +25.35% | |
| MA - MasterCard Inc-Class A | New Purchase | 0.38% | $1.0M | +33.09% | +2.87% | +21.13% | |
| INTC - Intel Corp | New Purchase | 0.38% | $1.0M | +316.90% | +10.76% | +9.33% | |
| TTWO - Take-Two Interactive Software | New Purchase | 0.37% | $1.0M | +83.00% | +11.81% | +19.72% | |
| DOW - Dow Inc | New Purchase | 0.37% | $1.0M | -8.21% | +6.43% | +21.60% | |
| F - Ford Motor Co | Add 5% ($48.8K) | 0.37% | $1.0M | +27.58% | +5.36% | +15.46% | |
| ATVI - Activision Blizzard Inc. | Reduce 100% | 0.00% | $0.00 | ||||
| AMD - Adv Micro Device | Reduce 100% | 0.00% | $0.00 | +34.76% | +2.60% | +61.58% | |
| AAL - American Airlines Group Inc | Reduce 100% | 0.00% | $0.00 | +0.83% | +4.51% | +2.29% | |
| CAT - Caterpillar Inc. | Reduce 100% | 0.00% | $0.00 | +99.16% | +32.14% | +73.39% | |
| DE - Deere & Company | Reduce 100% | 0.00% | $0.00 | +30.41% | +15.19% | +10.30% | |
| DIS - Walt Disney Co/The | Reduce 100% | 0.00% | $0.00 | +30.08% | -5.60% | +13.81% | |
| AGG - Ishares Core US Aggregate | Reduce 100% | 0.00% | $0.00 | ||||
| MRK - Merck & Co. Inc. | Reduce 100% | 0.00% | $0.00 | -9.13% | -5.78% | +15.82% | |
| PNC - PNC Financial Services Group | Reduce 100% | 0.00% | $0.00 | +101.59% | +10.14% | +47.87% | |
| PRU - Prudential Financial Inc | Reduce 100% | 0.00% | $0.00 | ||||
| UAA - Under Armour Inc. | Reduce 100% | 0.00% | $0.00 | +31.93% | +6.66% | -7.88% | |