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CIM INVESTMENT MANAGEMENT INC

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PITTSBURGH PA Investment Advisor Hedge Fund
13F Summary
CIM Investment Management is based out of Pittsburgh. CIM Investment Management is a registered investment advisory firm Their last reported 13F filing for Q4 2023 included $310,345,633 in managed 13F securities and a top 10 holdings concentration of 44.79%. CIM Investment Management's largest holding is iShares Core S&P 500 ETF-iShares Core S&P 500 ETF with shares held of 134,792. Whalewisdom has at least 96 13F filings

2023-12-31

Top Buys (13F)

Name % Change
IVV iShares Core S&P 500 0.33%
MSFT Microsoft Corp. 0.26%
IRTC iRhythm Technologies 0.09%
CYTK Cytokinetics Inc 0.08%
AMZN Amazon.com Inc. 0.08%

2023-12-31

Top Sells (13F)

2023-12-31

13F Holdings Summary

Name $ Change
IVV iShares Core S&P 500 20.74%
IJH iShares Core S&P Mid 5.27%
IJR iShares Core S&P Sma 3.86%
AAPL Apple Inc 3.23%
MSFT Microsoft Corp. 2.45%

2023-12-31

13F Activity

Market Value $310m, Prior: $273m
New Purchases 13 stocks
Added To 16 stocks
Sold out of 4 stocks
Reduced holdings in 13 stocks
Top 10 Holdings % 44.79%
Turnover %[1] 5.92%
Turnover Alt %[2] 0.72%
Time Held Top 20 25.25 quarters
Time Held Top 10 28 quarters
Time Held All 15.33 quarters

[1]: Turnover is calculated by taking the # of new holdings (initial purchases) + the # of positions sold out of (not just reduced) divided by the total # of holdings for the quarter.

[2]: Alt Turnover is calculated by taking either the total MV of new purchases or the MV of securities sold, whichever is less, divided by the total MV of the fund.

2023-12-31

13F Sector Allocation Over Time

2023-12-31

Analysis

Top 20 equal-weighted holdings. Performance numbers calculated through 2023-12-31

Portfolio Performance