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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
+9.52%
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
$369M
AUM Growth
-$156M
Cap. Flow
-$201M
Cap. Flow %
-54.41%
Top 10 Hldgs %
50.11%
Holding
263
New
10
Increased
1
Reduced
235
Closed
14

Top Buys

Rank Stock Value
1
RYTM icon
Rhythm Pharmaceuticals
RYTM
+$278K
2
MOD icon
Modine Manufacturing
MOD
+$225K
3
RKT icon
Rocket Companies
RKT
+$224K
4
COLB icon
Columbia Banking Systems
COLB
+$223K
5
LGND icon
Ligand Pharmaceuticals
LGND
+$213K

Top Sells

Rank Stock Value
1
NVDA icon
NVIDIA
NVDA
+$19.7M
2
MSFT icon
Microsoft
MSFT
+$12.4M
3
AAPL icon
Apple
AAPL
+$11.1M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$6.66M
5
AVGO icon
Broadcom
AVGO
+$6.58M

Sector Composition

Rank Sector Weight
1 Technology 22.17%
2 Communication Services 8.14%
3 Financials 7.13%
4 Industrials 6.93%
5 Consumer Discretionary 6.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
ARM icon
51
Arm
ARM
$288B
$1.23M 0.33%
8,669
-8,905
-51% -$1.3M
MS icon
52
Morgan Stanley
MS
$337B
$1.22M 0.33%
7,663
-7,856
-51% -$1.16M
PG icon
53
Procter & Gamble
PG
$335B
$1.2M 0.33%
7,810
-8,001
-51% -$1.25M
LMT icon
54
Lockheed Martin
LMT
$138B
$1.17M 0.32%
2,337
-19
-0.8% -$8.62K
BSX icon
55
Boston Scientific
BSX
$73.2B
$1.16M 0.32%
11,890
-12,202
-51% -$1.26M
BA icon
56
Boeing
BA
$186B
$1.16M 0.31%
5,363
-5,502
-51% -$1.24M
AMT icon
57
American Tower
AMT
$79.6B
$1.13M 0.31%
5,871
-6,017
-51% -$1.25M
ACN icon
58
Accenture
ACN
$109B
$1.12M 0.3%
4,541
-2,932
-39% -$765K
CMI icon
59
Cummins
CMI
$89B
$1.08M 0.29%
2,558
-2,625
-51% -$1.01M
NOW icon
60
ServiceNow
NOW
$132B
$1.07M 0.29%
5,825
-50
-0.9% -$9.34K
PANW icon
61
Palo Alto Networks
PANW
$312B
$1.04M 0.28%
5,106
-5,224
-51% -$1M
CSCO icon
62
Cisco
CSCO
$483B
$1.03M 0.28%
15,125
-15,520
-51% -$1.06M
CVX icon
63
Chevron
CVX
$384B
$1.01M 0.27%
6,483
-6,644
-51% -$1.03M
HD icon
64
Home Depot
HD
$356B
$1M 0.27%
2,480
-2,543
-51% -$1,000K
DE icon
65
Deere & Co
DE
$167B
$977K 0.27%
2,137
-2,193
-51% -$1.08M
DIS icon
66
Walt Disney
DIS
$179B
$961K 0.26%
8,393
-88
-1% -$10.4K
CB icon
67
Chubb
CB
$134B
$953K 0.26%
3,377
-3,467
-51% -$954K
LEN icon
68
Lennar Class A
LEN
$20.8B
$950K 0.26%
7,536
-7,747
-51% -$962K
WYNN icon
69
Wynn Resorts
WYNN
$10.6B
$949K 0.26%
7,399
-74
-1% -$8.54K
IRTC icon
70
iRhythm Holdings
IRTC
$4.01B
$946K 0.26%
5,502
-99
-2% -$15.7K
J icon
71
Jacobs Solutions
J
$17.5B
$940K 0.26%
6,273
-6,431
-51% -$924K
PRU icon
72
Prudential Financial
PRU
$42B
$918K 0.25%
8,850
-9,119
-51% -$960K
F icon
73
Ford
F
$56.1B
$906K 0.25%
75,720
-77,676
-51% -$895K
EQT icon
74
EQT Corp
EQT
$33.7B
$892K 0.24%
16,396
-16,825
-51% -$889K
XOM icon
75
ExxonMobil
XOM
$661B
$883K 0.24%
7,835
-8,057
-51% -$896K
1 2
3
4 5

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RCP
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HPM
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CAG
Compass Advisory Group Melville, New York $374M AUM 14.59% 1-Year Est. Return
MWM
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HPC
Highland Peak Capital Old Greenwich, Connecticut $373M AUM 80.02% 1-Year Est. Return
JC
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DPCM
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CIM Investment Management's Q3 2025 Portfolio in Review

As of Q3 2025, CIM Investment Management held 263 positions worth $369M, down 30% from $525M the previous quarter. Its ten largest holdings account for 50% of the portfolio.

CIM Investment Management withdrew a net $201M in Q3 2025, closing 14 positions and reducing 235 holdings. Its most notable exit was Euronet Worldwide, an estimated $453K position sold in full.

By sector, the portfolio is most concentrated in Technology at 22% of assets, down from 26% a quarter earlier, followed by Communication Services and Financials.

Against the trend, CIM Investment Management opened a new position in Rhythm Pharmaceuticals worth $302K.

  • CIM Investment Management's largest Q3 2025 buy was Rhythm Pharmaceuticals: 2,993 shares worth $302K.
  • CIM Investment Management added most to SLB Ltd in Q3 2025, an estimated $168K increase.
  • CIM Investment Management's biggest Q3 2025 reduction was NVIDIA, cutting an estimated $19.7M.
  • CIM Investment Management fully exited Euronet Worldwide in Q3 2025, selling an estimated $453K.
  • CIM Investment Management's ten largest holdings make up 50% of its $369M portfolio in Q3 2025.
  • CIM Investment Management opened 10 new positions and closed 14 in Q3 2025.
  • CIM Investment Management's portfolio value fell 30% quarter-over-quarter to $369M.

Based on CIM Investment Management's 13F filing for Q3 2025, filed 18 Nov 2025.