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CIM INVESTMENT MANAGEMENT INC 13F Holdings
Holdings from the most recent 13F from CIM INVESTMENT MANAGEMENT INC
Filed: 2024-02-15 (Q4 2023) | Holdings: 287 | Value: $310.3M | 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 4% ($2.3M) | 20.74% | $64.4M | +51.43% | +5.71% | +23.55% | |
| IJH - IShares S&P MidCap 400 | Add 2% ($255.8K) | 5.27% | $16.3M | +33.09% | +6.45% | +15.15% | |
| IJR - IShares S&P SmCap 600 | Add 1% ($85.1K) | 3.86% | $12.0M | +31.29% | +3.18% | +12.03% | |
| AAPL - Apple Inc | Add 2% ($214.5K) | 3.23% | $10.0M | +62.34% | +3.64% | +33.91% | |
| MSFT - Microsoft Corp | Add 7% ($472.3K) | 2.45% | $7.6M | +1.49% | +3.38% | +0.98% | |
| NVDA - NVIDIA Corporation | 2.43% | $7.5M | +198.13% | +27.35% | +88.18% | ||
| IEFA - IShares Core MSCI EAFE ETF | Add 2% ($123.5K) | 2.42% | $7.5M | +46.46% | +6.96% | +11.89% | |
| TSLA - Tesla Motors Inc | 1.55% | $4.8M | +114.52% | -13.47% | +75.25% | ||
| GOOGL - Alphabet Inc-Cl A | 1.50% | $4.7M | +173.13% | +21.81% | +28.99% | ||
| AMZN - Amazon.Com Inc | Add 1% ($57.9K) | 1.35% | $4.2M | +57.53% | +8.82% | +34.32% | |
| EFA - IShares MSCI EAFE Index ETF | Add 1% ($47.2K) | 1.33% | $4.1M | +45.00% | +7.08% | +12.01% | |
| NFLX - Netflix Inc | 1.00% | $3.1M | +46.85% | +2.27% | +73.52% | ||
| META - Meta Platforms Inc. | 1.00% | $3.1M | +27.11% | -0.92% | +50.41% | ||
| GOOG - Alphabet Inc-Cl C | 0.86% | $2.7M | +168.34% | +21.65% | +29.30% | ||
| HD - Home Depot Inc | Reduce 3% $(85.3K) | 0.84% | $2.6M | -9.01% | -4.41% | +14.56% | |
| AVGO - Broadcom LTD | 0.81% | $2.5M | +241.28% | +12.64% | +83.96% | ||
| XLU - Utilities Select Sector SPDR | 0.75% | $2.3M | +58.34% | +19.47% | +35.04% | ||
| JPM - JPMorgan Chase & Co | 0.74% | $2.3M | +78.09% | +13.39% | +59.43% | ||
| MU - Micron Technology Inc | 0.65% | $2.0M | +854.42% | +58.12% | +32.47% | ||
| COST - Costco Wholesale Corp | 0.59% | $1.8M | +43.30% | +10.02% | +47.07% | ||
| TMO - Thermo Fisher Scientific Inc | Reduce 7% $(139.6K) | 0.56% | $1.7M | -15.32% | +9.38% | -3.99% | |
| XOM - Exxon Mobil Corp | Add 11% ($170.7K) | 0.55% | $1.7M | +54.85% | +14.25% | +9.47% | |
| ADBE - Adobe Systems | 0.54% | $1.7M | -59.17% | -18.14% | -21.32% | ||
| DLR - Digital Realy Trust Inc | 0.50% | $1.6M | +49.29% | +4.41% | +22.03% | ||
| INTC - Intel Corp | 0.49% | $1.5M | +176.78% | -26.96% | -37.14% | ||
| UNH - UnitedHealth Group Inc | 0.48% | $1.5M | -20.41% | +0.20% | -2.63% | ||
| WM - Waste Mgmt Holding | 0.48% | $1.5M | +12.48% | +6.48% | +15.82% | ||
| BRK.B - Berkshire Hathaway Inc-Cl B | 0.48% | $1.5M | +19.91% | +2.15% | +19.38% | ||
| AMD - Adv Micro Device | 0.48% | $1.5M | +152.63% | -8.36% | -35.60% | ||
| STZ - Constellation Brands, Inc | 0.47% | $1.5M | -38.54% | +5.10% | -29.28% | ||
| LDOS - Leidos Holdings Inc. | Reduce 6% $(88.9K) | 0.47% | $1.5M | +7.54% | +21.11% | +8.58% | |
| UNP - Union Pacific Corp | 0.47% | $1.5M | +12.03% | -0.90% | +2.93% | ||
| BA - Boeing Co/The | 0.47% | $1.4M | +15.61% | -10.70% | -9.72% | ||
| TTWO - Take-Two Interactive Software | 0.43% | $1.3M | +44.22% | -6.78% | +38.09% | ||
| MKTX - Marketaxess Holdings Inc | Reduce 3% $(39.8K) | 0.43% | $1.3M | -33.99% | -1.81% | -11.19% | |
| AMT - American Tower Corp | 0.42% | $1.3M | +3.48% | +5.31% | +4.92% | ||
| TGT - Target Corp. | 0.42% | $1.3M | -9.23% | +11.82% | -7.29% | ||
| EQIX - Equinix Inc. | 0.42% | $1.3M | +31.33% | -6.96% | +10.12% | ||
| GNRC - Generac Holdings Inc. | Reduce 4% $(52.2K) | 0.42% | $1.3M | +126.55% | +20.17% | +20.90% | |
| LLY - Lilly (ELI) Co. | 0.41% | $1.3M | +30.17% | +0.18% | +11.90% | ||
| BLK - Blackrock Inc | 0.41% | $1.3M | +44.37% | +2.22% | +25.92% | ||
| PG - Procter & Gamble Co/The | 0.39% | $1.2M | -2.80% | +7.58% | +7.94% | ||
| MA - MasterCard Inc-Class A | 0.38% | $1.2M | +6.80% | -3.09% | +20.60% | ||
| ENPH - Enphase Energy | 0.38% | $1.2M | -72.13% | -13.12% | -51.17% | ||
| CAT - Caterpillar Inc. | 0.38% | $1.2M | +190.50% | +8.74% | +11.00% | ||
| LEN - Lennar Corp-A | New Purchase | 0.38% | $1.2M | -36.67% | +8.94% | -11.70% | |
| QCOM - Qualcomm Inc | New Purchase | 0.37% | $1.2M | +40.13% | +23.36% | +12.44% | |
| AKAM - Akamai Technologies | 0.37% | $1.1M | +34.68% | -12.77% | -10.56% | ||
| NUE - Nucor Corporation | 0.37% | $1.1M | +27.31% | -6.90% | -22.58% | ||
| TFX - Teleflex Inc. | New Purchase | 0.37% | $1.1M | -48.20% | -13.75% | -32.97% | |
| CVX - Chevron Corp | Reduce 100% | 0.00% | $0.00 | +7.54% | +4.73% | ||
| JNJ - Johnson & Johnson | Reduce 100% | 0.00% | $0.00 | ||||
| V - Visa Inc-Class A Shares | Reduce 100% | 0.00% | $0.00 | +12.79% | -0.21% | ||