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CIM INVESTMENT MANAGEMENT INC 13F Holdings
Holdings from the most recent 13F from CIM INVESTMENT MANAGEMENT INC
Filed: 2024-05-07 (Q1 2024) | Holdings: 285 | Value: $335.6M | 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 | 21.14% | $70.9M | +46.97% | +3.35% | +11.05% | ||
| IJH - IShares S&P MidCap 400 | Add 400% ($14.3M) | 5.33% | $17.9M | +27.46% | -0.40% | +1.11% | |
| IJR - IShares S&P SmCap 600 | 3.64% | $12.2M | +30.71% | +2.99% | -1.58% | ||
| NVDA - NVIDIA Corporation | Reduce 21% $(2.9M) | 3.23% | $10.8M | +146.87% | +17.32% | +31.21% | |
| MSFT - Microsoft Corp | Add 27% ($2.3M) | 3.21% | $10.8M | +1.44% | -1.16% | +8.17% | |
| AAPL - Apple Inc | 2.66% | $8.9M | +62.84% | +16.82% | +8.52% | ||
| IEFA - IShares Core MSCI EAFE ETF | 2.36% | $7.9M | +40.42% | -0.98% | +11.44% | ||
| GOOGL - Alphabet Inc-Cl A | 1.50% | $5.0M | +131.10% | -4.01% | -8.27% | ||
| AMZN - Amazon.Com Inc | 1.48% | $5.0M | +41.82% | -11.55% | +2.48% | ||
| EFA - IShares MSCI EAFE Index ETF | 1.31% | $4.4M | +38.90% | -1.13% | +11.23% | ||
| META - Meta Platforms Inc. | 1.26% | $4.2M | +30.98% | +10.06% | +29.49% | ||
| BRK.B - Berkshire Hathaway Inc-Cl B | Add 108% ($1.9M) | 1.09% | $3.6M | +19.31% | +6.17% | +26.27% | |
| AVGO - Broadcom LTD | 0.89% | $3.0M | +230.78% | +13.03% | +62.59% | ||
| GOOG - Alphabet Inc-Cl C | 0.86% | $2.9M | +126.63% | -3.94% | -8.35% | ||
| MU - Micron Technology Inc | 0.82% | $2.8M | +552.53% | -22.11% | -27.69% | ||
| JPM - JPMorgan Chase & Co | 0.81% | $2.7M | +66.50% | +7.43% | +35.78% | ||
| TSLA - Tesla Motors Inc | Reduce 22% $(746.6K) | 0.79% | $2.7M | +152.61% | +15.88% | +65.99% | |
| XLU - Utilities Select Sector SPDR | 0.72% | $2.4M | +38.05% | +6.57% | +18.96% | ||
| COST - Costco Wholesale Corp | 0.61% | $2.0M | +34.15% | +9.17% | +31.55% | ||
| XOM - Exxon Mobil Corp | 0.59% | $2.0M | +39.20% | +2.71% | -5.24% | ||
| FCX - Freeport-McMoran Inc | New Purchase | 0.59% | $2.0M | +34.97% | -18.01% | -24.27% | |
| NFLX - Netflix Inc | Reduce 50% $(1.9M) | 0.58% | $1.9M | +45.70% | +4.77% | +90.22% | |
| MCD - McDonalds Corp. | New Purchase | 0.57% | $1.9M | +7.68% | +2.04% | +20.04% | |
| TMO - Thermo Fisher Scientific Inc | 0.57% | $1.9M | -19.27% | +4.84% | -28.07% | ||
| AMD - Adv Micro Device | 0.54% | $1.8M | +192.24% | -11.13% | -33.70% | ||
| WM - Waste Mgmt Holding | 0.53% | $1.8M | +6.26% | -2.03% | +12.12% | ||
| LDOS - Leidos Holdings Inc. | 0.52% | $1.8M | -8.69% | +0.88% | +8.98% | ||
| LLY - Lilly (ELI) Co. | 0.50% | $1.7M | +28.83% | +8.68% | -2.92% | ||
| DLR - Digital Realy Trust Inc | 0.50% | $1.7M | +47.66% | +7.51% | +22.48% | ||
| STZ - Constellation Brands, Inc | 0.49% | $1.6M | -42.31% | -7.34% | -24.58% | ||
| SBUX - Starbucks | New Purchase | 0.49% | $1.6M | +55.36% | +5.58% | +16.59% | |
| TGT - Target Corp. | 0.49% | $1.6M | -17.42% | -15.16% | -37.16% | ||
| CAT - Caterpillar Inc. | 0.43% | $1.5M | +175.58% | -0.73% | -3.08% | ||
| UNP - Union Pacific Corp | 0.43% | $1.5M | +15.12% | +0.18% | -8.18% | ||
| ADBE - Adobe Systems | 0.42% | $1.4M | -50.85% | +8.22% | -21.63% | ||
| UNH - UnitedHealth Group Inc | 0.42% | $1.4M | -17.87% | +12.79% | -22.30% | ||
| QCOM - Qualcomm Inc | 0.40% | $1.4M | +24.23% | -6.28% | -16.25% | ||
| LEN - Lennar Corp-A | 0.40% | $1.3M | -39.75% | +6.64% | -24.51% | ||
| EQIX - Equinix Inc. | 0.40% | $1.3M | +60.90% | +16.04% | +25.29% | ||
| MA - MasterCard Inc-Class A | 0.40% | $1.3M | +11.39% | +0.50% | +25.65% | ||
| PG - Procter & Gamble Co/The | 0.40% | $1.3M | -8.62% | +3.56% | -2.08% | ||
| NUE - Nucor Corporation | 0.39% | $1.3M | +39.15% | -14.25% | -31.12% | ||
| BLK - Blackrock Inc | 0.39% | $1.3M | +46.63% | +10.60% | +22.12% | ||
| COIN - Coinbase Global Inc. | New Purchase | 0.38% | $1.3M | -0.89% | -8.20% | -1.43% | |
| GNRC - Generac Holdings Inc. | 0.37% | $1.3M | +99.27% | +4.61% | -10.87% | ||
| TTWO - Take-Two Interactive Software | 0.37% | $1.2M | +52.95% | -6.07% | +52.59% | ||
| AMT - American Tower Corp | 0.36% | $1.2M | +6.45% | +25.29% | +25.08% | ||
| V - Visa Inc-Class A Shares | New Purchase | 0.36% | $1.2M | +19.51% | -6.30% | +27.39% | |
| RTX - Raytheon Technologies Corp. | New Purchase | 0.35% | $1.2M | +80.07% | +12.16% | +27.37% | |
| MRK - Merck & Co. Inc. | New Purchase | 0.34% | $1.1M | -8.18% | -12.24% | -38.77% | |
| AKAM - Akamai Technologies | Reduce 100% | 0.00% | $0.00 | -7.25% | -9.67% | ||
| BA - Boeing Co/The | Reduce 100% | 0.00% | $0.00 | -11.66% | -4.02% | ||
| ENPH - Enphase Energy | Reduce 100% | 0.00% | $0.00 | -36.32% | -2.89% | ||
| HD - Home Depot Inc | Reduce 100% | 0.00% | $0.00 | +29.00% | +3.54% | ||
| INTC - Intel Corp | Reduce 100% | 0.00% | $0.00 | -19.32% | -31.27% | ||
| MKTX - Marketaxess Holdings Inc | Reduce 100% | 0.00% | $0.00 | +30.72% | +16.48% | ||
| TFX - Teleflex Inc. | Reduce 100% | 0.00% | $0.00 | -3.10% | +15.19% | ||