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CIM

CIM Investment Management Portfolio holdings

AUM $375M
1-Year Est. Return 32.03%
This Fund
S&P 500
This Quarter Est. Return
-4.44%
1 Year Est. Return
+32.03%
3 Year Est. Return
+88.62%
5 Year Est. Return
+95.83%
10 Year Est. Return
+334.77%
AUM
$438M
AUM Growth
+$96.2M
Cap. Flow
+$118M
Cap. Flow %
26.9%
Top 10 Hldgs %
62.61%
Holding
252
New
3
Increased
19
Reduced
215
Closed
12

Top Buys

Rank Stock Value
1
IVV icon
iShares Core S&P 500 ETF
IVV
+$76.3M
2
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$18.1M
3
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$12.5M
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$8.17M
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$4.49M

Top Sells

Rank Stock Value
1
TSLA icon
Tesla
TSLA
+$2.37M
2
AAPL icon
Apple
AAPL
+$762K
3
PRG icon
PROG Holdings
PRG
+$275K
4
SWKS icon
Skyworks Solutions
SWKS
+$274K
5
COHR icon
Coherent
COHR
+$237K

Sector Composition

Rank Sector Weight
1 Technology 13.38%
2 Communication Services 5.21%
3 Financials 5.16%
4 Healthcare 5.12%
5 Industrials 4.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
CVX icon
51
Chevron
CVX
$384B
$1.1M 0.25%
6,575
-4
-0.1% -$626
STZ icon
52
Constellation Brands
STZ
$22.6B
$1.08M 0.25%
5,885
+3
+0.1% +$545
LMT icon
53
Lockheed Martin
LMT
$138B
$1.06M 0.24%
+2,365
New +$1.09M
EBAY icon
54
eBay
EBAY
$47.5B
$1.05M 0.24%
15,524
-7
-0% -$467
CB icon
55
Chubb
CB
$134B
$1.04M 0.24%
3,428
-3
-0.1% -$834
DE icon
56
Deere & Co
DE
$167B
$1.02M 0.23%
2,169
-2
-0.1% -$936
PRU icon
57
Prudential Financial
PRU
$42B
$1M 0.23%
8,993
-26
-0.3% -$2.96K
AMD icon
58
Advanced Micro Devices
AMD
$767B
$1M 0.23%
9,741
+4
+0% +$445
ZTS icon
59
Zoetis
ZTS
$31.1B
$948K 0.22%
5,786
+2,892
+100% +$481K
CSCO icon
60
Cisco
CSCO
$480B
$947K 0.22%
15,351
-12
-0.1% -$739
XOM icon
61
ExxonMobil
XOM
$661B
$946K 0.22%
7,956
-20
-0.3% -$2.21K
TMUS icon
62
T-Mobile US
TMUS
$192B
$945K 0.22%
3,543
-3
-0.1% -$739
ARM icon
63
Arm
ARM
$291B
$940K 0.21%
8,804
-7
-0.1% -$976
NOW icon
64
ServiceNow
NOW
$131B
$939K 0.21%
5,895
-5
-0.1% -$964
NEM icon
65
Newmont
NEM
$123B
$937K 0.21%
19,407
-13
-0.1% -$571
BA icon
66
Boeing
BA
$186B
$928K 0.21%
5,443
-3
-0.1% -$519
HD icon
67
Home Depot
HD
$356B
$922K 0.21%
2,516
-2
-0.1% -$779
MS icon
68
Morgan Stanley
MS
$337B
$907K 0.21%
7,773
-6
-0.1% -$773
BMY icon
69
Bristol-Myers Squibb
BMY
$131B
$894K 0.2%
14,660
-12
-0.1% -$699
EQT icon
70
EQT Corp
EQT
$33.8B
$889K 0.2%
16,640
-15
-0.1% -$766
PANW icon
71
Palo Alto Networks
PANW
$313B
$883K 0.2%
5,172
-6
-0.1% -$1.11K
LEN icon
72
Lennar Class A
LEN
$20.8B
$878K 0.2%
7,651
-269
-3% -$33.6K
DIS icon
73
Walt Disney
DIS
$179B
$841K 0.19%
8,519
-7
-0.1% -$752
PEP icon
74
PepsiCo
PEP
$188B
$815K 0.19%
5,437
-4
-0.1% -$595
CMI icon
75
Cummins
CMI
$89B
$813K 0.19%
2,595
-4
-0.2% -$1.41K
1 2
3
4 5

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HPM
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CAG
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MWM
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HPC
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JC
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DPCM
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CIM Investment Management's Q1 2025 Portfolio in Review

As of Q1 2025, CIM Investment Management held 252 positions worth $438M, up 28% from $342M the previous quarter. Its ten largest holdings account for 63% of the portfolio.

CIM Investment Management deployed $118M of net new capital in Q1 2025, opening 3 new positions and adding to 19 existing holdings. Its largest new stake was Lockheed Martin: 2,365 shares worth $1.06M.

By sector, the portfolio is most concentrated in Technology at 13% of assets, down from 20% a quarter earlier, followed by Communication Services and Financials.

On the sell side, the largest reduction was Tesla, an estimated $2.37M trimmed.

  • CIM Investment Management's largest Q1 2025 buy was Lockheed Martin: 2,365 shares worth $1.06M.
  • CIM Investment Management added most to iShares Core S&P 500 ETF in Q1 2025, an estimated $76.3M increase.
  • CIM Investment Management's biggest Q1 2025 reduction was Tesla, cutting an estimated $2.37M.
  • CIM Investment Management fully exited PROG Holdings in Q1 2025, selling an estimated $275K.
  • CIM Investment Management's ten largest holdings make up 63% of its $438M portfolio in Q1 2025.
  • CIM Investment Management opened 3 new positions and closed 12 in Q1 2025.
  • CIM Investment Management's portfolio value rose 28% quarter-over-quarter to $438M.

Based on CIM Investment Management's 13F filing for Q1 2025, filed 2 Jun 2025.