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CIM INVESTMENT MANAGEMENT INC 13F Holdings
Holdings from the most recent 13F from CIM INVESTMENT MANAGEMENT INC
Filed: 2023-11-14 (Q3 2023) | Holdings: 278 | Value: $273.1M | 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 8% $(4.8M) | 20.42% | $55.8M | +69.50% | +11.98% | +32.02% | |
| IJH - IShares S&P MidCap 400 | 5.30% | $14.5M | +49.47% | +12.77% | +28.15% | ||
| IJR - IShares S&P SmCap 600 | 3.79% | $10.4M | +46.71% | +13.07% | +26.88% | ||
| AAPL - Apple Inc | Reduce 2% $(179.6K) | 3.19% | $8.7M | +58.71% | -2.00% | +20.37% | |
| IEFA - IShares Core MSCI EAFE ETF | 2.47% | $6.7M | +58.23% | +8.03% | +11.79% | ||
| NVDA - NVIDIA Corporation | Reduce 2% $(136.2K) | 2.42% | $6.6M | +342.44% | +45.52% | +184.42% | |
| MSFT - Microsoft Corp | Reduce 2% $(125.4K) | 2.19% | $6.0M | +11.72% | +9.70% | +12.39% | |
| TSLA - Tesla Motors Inc | Reduce 2% $(92.1K) | 1.77% | $4.8M | +81.14% | -16.23% | +34.03% | |
| GOOGL - Alphabet Inc-Cl A | Reduce 2% $(91.3K) | 1.60% | $4.4M | +189.58% | +5.86% | +28.21% | |
| EFA - IShares MSCI EAFE Index ETF | 1.37% | $3.7M | +56.94% | +8.19% | +11.79% | ||
| AMZN - Amazon.Com Inc | Reduce 2% $(75.9K) | 1.27% | $3.5M | +80.76% | +15.46% | +37.77% | |
| META - Meta Platforms Inc. | Reduce 34% $(1.4M) | 0.96% | $2.6M | +79.84% | +43.23% | +64.46% | |
| GOOG - Alphabet Inc-Cl C | Reduce 2% $(53.0K) | 0.91% | $2.5M | +183.20% | +5.34% | +27.57% | |
| NFLX - Netflix Inc | Reduce 2% $(54.4K) | 0.88% | $2.4M | +93.59% | +31.06% | +81.97% | |
| HD - Home Depot Inc | Reduce 2% $(54.7K) | 0.86% | $2.4M | +8.64% | +19.53% | +37.71% | |
| XLU - Utilities Select Sector SPDR | Reduce 2% $(52.0K) | 0.79% | $2.2M | +57.73% | +0.11% | +32.44% | |
| JPM - JPMorgan Chase & Co | Reduce 2% $(46.1K) | 0.72% | $2.0M | +116.79% | +21.90% | +69.18% | |
| AVGO - Broadcom LTD | Reduce 2% $(39.9K) | 0.68% | $1.9M | +340.69% | +29.75% | +70.88% | |
| XOM - Exxon Mobil Corp | Reduce 2% $(38.8K) | 0.66% | $1.8M | +56.37% | +0.71% | +18.68% | |
| TMO - Thermo Fisher Scientific Inc | Reduce 2% $(39.0K) | 0.66% | $1.8M | -0.37% | +18.14% | +10.71% | |
| MU - Micron Technology Inc | Reduce 2% $(31.7K) | 0.58% | $1.6M | +898.37% | +5.47% | +24.85% | |
| COST - Costco Wholesale Corp | Reduce 2% $(35.0K) | 0.58% | $1.6M | +78.40% | +24.93% | +57.09% | |
| STZ - Constellation Brands, Inc | Reduce 2% $(28.1K) | 0.55% | $1.5M | -37.75% | +1.69% | -0.15% | |
| BRK.B - Berkshire Hathaway Inc-Cl B | New Purchase | 0.54% | $1.5M | +36.60% | +13.64% | +32.47% | |
| UNH - UnitedHealth Group Inc | Reduce 2% $(30.3K) | 0.52% | $1.4M | -22.76% | -3.22% | +11.33% | |
| ADBE - Adobe Systems | Reduce 2% $(30.1K) | 0.52% | $1.4M | -60.19% | -2.41% | -16.80% | |
| DLR - Digital Realy Trust Inc | Reduce 2% $(34.6K) | 0.52% | $1.4M | +57.25% | +11.81% | +38.51% | |
| LDOS - Leidos Holdings Inc. | Reduce 2% $(29.6K) | 0.48% | $1.3M | +25.58% | +16.76% | +54.76% | |
| WM - Waste Mgmt Holding | Reduce 2% $(25.0K) | 0.46% | $1.3M | +31.33% | +16.24% | +28.60% | |
| JNJ - Johnson & Johnson | Reduce 2% $(27.1K) | 0.45% | $1.2M | +63.98% | +8.03% | +7.82% | |
| UNP - Union Pacific Corp | Reduce 2% $(27.7K) | 0.44% | $1.2M | +29.87% | +16.45% | +11.27% | |
| PG - Procter & Gamble Co/The | New Purchase | 0.44% | $1.2M | +1.02% | +3.91% | +14.27% | |
| EQIX - Equinix Inc. | Reduce 2% $(26.9K) | 0.43% | $1.2M | +44.31% | +11.34% | +16.51% | |
| TTWO - Take-Two Interactive Software | Reduce 2% $(26.1K) | 0.43% | $1.2M | +47.09% | +2.16% | +15.61% | |
| LLY - Lilly (ELI) Co. | New Purchase | 0.43% | $1.2M | +64.59% | +24.26% | +22.95% | |
| CVX - Chevron Corp | Reduce 2% $(26.5K) | 0.42% | $1.1M | +42.96% | +8.92% | +16.26% | |
| GNRC - Generac Holdings Inc. | Reduce 2% $(26.2K) | 0.41% | $1.1M | +138.55% | +6.79% | +60.89% | |
| MA - MasterCard Inc-Class A | Reduce 2% $(21.4K) | 0.40% | $1.1M | +27.61% | +18.76% | +32.06% | |
| CAT - Caterpillar Inc. | New Purchase | 0.40% | $1.1M | +278.63% | +30.08% | +56.39% | |
| INTC - Intel Corp | Reduce 2% $(25.1K) | 0.40% | $1.1M | +208.77% | +11.61% | -37.66% | |
| ENPH - Enphase Energy | Reduce 2% $(23.1K) | 0.39% | $1.1M | -59.66% | +46.81% | -35.93% | |
| BA - Boeing Co/The | Reduce 2% $(26.3K) | 0.39% | $1.1M | +13.76% | -1.38% | -32.67% | |
| AMD - Adv Micro Device | Reduce 2% $(19.2K) | 0.38% | $1.0M | +271.90% | +46.64% | +11.91% | |
| AKAM - Akamai Technologies | Reduce 49% $(974.6K) | 0.38% | $1.0M | +32.94% | -0.83% | -22.28% | |
| NUE - Nucor Corporation | Reduce 2% $(22.4K) | 0.38% | $1.0M | +53.42% | +20.22% | -4.18% | |
| TGT - Target Corp. | Reduce 2% $(20.0K) | 0.37% | $1.0M | +4.92% | +16.06% | +23.35% | |
| BLK - Blackrock Inc | Reduce 2% $(24.6K) | 0.37% | $1.0M | +65.51% | +15.07% | +53.86% | |
| AMT - American Tower Corp | New Purchase | 0.37% | $1.0M | +0.88% | -1.11% | +5.07% | |
| MKTX - Marketaxess Holdings Inc | New Purchase | 0.36% | $996.4K | -35.88% | -2.91% | +15.98% | |
| V - Visa Inc-Class A Shares | New Purchase | 0.36% | $988.1K | +34.77% | +14.06% | +26.42% | |
| CMI - Cummins Inc. | Reduce 100% | 0.00% | $0.00 | +72.96% | +19.77% | +66.05% | |
| XRAY - Dentsply Intl | Reduce 100% | 0.00% | $0.00 | -30.30% | +18.03% | -35.16% | |
| F - Ford Motor Co | Reduce 100% | 0.00% | $0.00 | +14.40% | +23.51% | +13.17% | |
| PEP - Pepsico Inc | Reduce 100% | 0.00% | $0.00 | -0.10% | +0.26% | -3.05% | |
| RTX - Raytheon Technologies Corp. | Reduce 100% | 0.00% | $0.00 | +56.02% | +14.85% | +51.79% | |
| NOW - Servicenow Inc. | Reduce 100% | 0.00% | $0.00 | +60.35% | +19.18% | +54.54% | |
| TFX - Teleflex Inc. | Reduce 100% | 0.00% | $0.00 | -7.36% | +21.74% | -7.70% | |