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CIM INVESTMENT MANAGEMENT INC 13F Holdings
Holdings from the most recent 13F from CIM INVESTMENT MANAGEMENT INC
Filed: 2023-08-09 (Q2 2023) | Holdings: 278 | Value: $293.8M | 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 1% $(880.3K) | 21.38% | $62.8M | +70.90% | -1.30% | +20.76% | |
| IJH - IShares S&P MidCap 400 | Add 1% ($79.5K) | 5.17% | $15.2M | +41.55% | -8.84% | +9.88% | |
| IJR - IShares S&P SmCap 600 | Add 1% ($145.4K) | 3.72% | $10.9M | +37.93% | -10.74% | +7.15% | |
| AAPL - Apple Inc | 3.43% | $10.1M | +66.55% | +4.13% | +21.98% | ||
| IEFA - IShares Core MSCI EAFE ETF | 2.41% | $7.1M | +53.57% | -5.72% | +8.63% | ||
| MSFT - Microsoft Corp | Reduce 10% $(731.5K) | 2.24% | $6.6M | +27.76% | +13.63% | +25.76% | |
| NVDA - NVIDIA Corporation | 2.24% | $6.6M | +424.08% | +14.66% | +158.66% | ||
| TSLA - Tesla Motors Inc | 1.76% | $5.2M | +76.63% | -12.53% | -19.52% | ||
| GOOGL - Alphabet Inc-Cl A | 1.39% | $4.1M | +197.40% | +0.97% | +23.73% | ||
| EFA - IShares MSCI EAFE Index ETF | 1.34% | $3.9M | +52.63% | -5.46% | +8.97% | ||
| META - Meta Platforms Inc. | 1.30% | $3.8M | +97.35% | +6.76% | +67.89% | ||
| AMZN - Amazon.Com Inc | 1.23% | $3.6M | +91.13% | +3.22% | +19.94% | ||
| NFLX - Netflix Inc | 0.98% | $2.9M | +103.33% | +3.74% | +46.86% | ||
| HD - Home Depot Inc | 0.84% | $2.5M | +0.55% | -11.25% | +7.33% | ||
| XLU - Utilities Select Sector SPDR | 0.84% | $2.5M | +51.96% | -5.99% | +17.91% | ||
| GOOG - Alphabet Inc-Cl C | Reduce 10% $(254.5K) | 0.79% | $2.3M | +193.23% | +1.58% | +24.37% | |
| JPM - JPMorgan Chase & Co | 0.69% | $2.0M | +110.01% | -4.45% | +36.92% | ||
| AVGO - Broadcom LTD | 0.68% | $2.0M | +408.74% | +12.85% | +77.27% | ||
| TMO - Thermo Fisher Scientific Inc | 0.64% | $1.9M | -15.83% | -18.47% | +9.14% | ||
| NOW - Servicenow Inc. | 0.62% | $1.8M | -20.23% | +13.79% | +44.60% | ||
| AKAM - Akamai Technologies | Add 32% ($412.7K) | 0.57% | $1.7M | +44.22% | +6.82% | -3.97% | |
| XOM - Exxon Mobil Corp | 0.57% | $1.7M | +50.10% | -5.07% | +11.80% | ||
| GNRC - Generac Holdings Inc. | New Purchase | 0.54% | $1.6M | +156.22% | -1.59% | +36.11% | |
| COST - Costco Wholesale Corp | 0.52% | $1.5M | +88.86% | +2.85% | +58.11% | ||
| ENPH - Enphase Energy | Add 50% ($509.5K) | 0.52% | $1.5M | -73.05% | -43.93% | -21.55% | |
| MU - Micron Technology Inc | 0.51% | $1.5M | +1055.72% | +12.56% | +41.81% | ||
| STZ - Constellation Brands, Inc | 0.51% | $1.5M | -44.26% | -11.35% | -10.87% | ||
| WM - Waste Mgmt Holding | Add 34% ($374.4K) | 0.50% | $1.5M | +40.92% | +7.16% | +28.17% | |
| UNH - UnitedHealth Group Inc | Add 6% ($74.5K) | 0.47% | $1.4M | -16.99% | +7.70% | +13.80% | |
| ADBE - Adobe Systems | 0.47% | $1.4M | -53.78% | +14.62% | +1.90% | ||
| DLR - Digital Realy Trust Inc | 0.46% | $1.4M | +77.14% | +8.14% | +28.19% | ||
| JNJ - Johnson & Johnson | 0.46% | $1.3M | +39.88% | -14.76% | -5.24% | ||
| EQIX - Equinix Inc. | 0.44% | $1.3M | +46.84% | -1.20% | +7.15% | ||
| LDOS - Leidos Holdings Inc. | 0.44% | $1.3M | +36.10% | +6.87% | +50.69% | ||
| CMI - Cummins Inc. | 0.44% | $1.3M | +213.79% | -7.57% | +25.23% | ||
| TTWO - Take-Two Interactive Software | 0.43% | $1.3M | +60.45% | +4.99% | +4.57% | ||
| UNP - Union Pacific Corp | 0.42% | $1.2M | +22.89% | -7.50% | +5.27% | ||
| TGT - Target Corp. | 0.42% | $1.2M | +2.70% | -16.76% | +6.33% | ||
| F - Ford Motor Co | 0.41% | $1.2M | +12.09% | -21.65% | -17.28% | ||
| BA - Boeing Co/The | 0.41% | $1.2M | -0.66% | -17.53% | -31.17% | ||
| RTX - Raytheon Technologies Corp. | 0.41% | $1.2M | +117.38% | -5.18% | +37.17% | ||
| AMD - Adv Micro Device | New Purchase | 0.40% | $1.2M | +302.78% | +6.55% | +22.88% | |
| TFX - Teleflex Inc. | New Purchase | 0.38% | $1.1M | -42.51% | -12.81% | -0.01% | |
| MA - MasterCard Inc-Class A | 0.38% | $1.1M | +28.12% | -0.38% | +15.62% | ||
| BLK - Blackrock Inc | 0.37% | $1.1M | +66.98% | -3.90% | +23.51% | ||
| NUE - Nucor Corporation | 0.37% | $1.1M | +40.79% | -9.93% | -15.80% | ||
| CVX - Chevron Corp | 0.37% | $1.1M | +30.40% | -9.98% | -5.77% | ||
| PEP - Pepsico Inc | 0.36% | $1.1M | -9.43% | -8.75% | -4.11% | ||
| INTC - Intel Corp | 0.36% | $1.0M | +253.39% | +12.36% | -43.27% | ||
| XRAY - Dentsply Intl | New Purchase | 0.35% | $1.0M | -69.08% | -26.15% | -36.72% | |
| BMY - Bristol Myers Squibb Co | Reduce 100% | 0.00% | $0.00 | +2.87% | -16.31% | -19.15% | |
| DOW - Dow Inc | Reduce 100% | 0.00% | $0.00 | ||||
| QCOM - Qualcomm Inc | Reduce 100% | 0.00% | $0.00 | +38.50% | +6.30% | +41.57% | |
| UBER - UBER Technologies Inc. | Reduce 100% | 0.00% | $0.00 | +63.06% | +16.88% | +56.95% | |