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)
Name | % Change |
---|---|
ACIW ACI Worldwide Inc. ( | 0.12% |
FOXF Fox Factory Holding | 0.1% |
TMO Thermo Fisher Scient | 0.1% |
JNJ Johnson & Johnson Co | 0.09% |
SCU Sculptor Capital Man | 0.09% |
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