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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
AFRM icon
76
Affirm
AFRM
$25.6B
$808K 0.18%
17,883
-11
-0.1% -$652
KMB icon
77
Kimberly-Clark
KMB
$35.7B
$778K 0.18%
5,470
-1
-0% -$135
COIN icon
78
Coinbase
COIN
$39.3B
$776K 0.18%
4,507
-3
-0.1% -$726
F icon
79
Ford
F
$56.3B
$771K 0.18%
76,835
-64
-0.1% -$625
J icon
80
Jacobs Solutions
J
$17.3B
$769K 0.18%
6,428
-3
-0% -$386
NUE icon
81
Nucor
NUE
$62.3B
$761K 0.17%
6,323
-4
-0.1% -$515
AMGN icon
82
Amgen
AMGN
$224B
$759K 0.17%
2,436
-2
-0.1% -$591
CL icon
83
Colgate-Palmolive
CL
$73.6B
$748K 0.17%
7,979
-3
-0% -$269
MRK icon
84
Merck
MRK
$321B
$744K 0.17%
8,291
-6
-0.1% -$560
TXN icon
85
Texas Instruments
TXN
$258B
$740K 0.17%
4,116
-3
-0.1% -$562
UAA icon
86
Under Armour
UAA
$2.33B
$734K 0.17%
117,374
-636
-0.5% -$4.74K
KO icon
87
Coca-Cola
KO
$371B
$732K 0.17%
10,215
-8
-0.1% -$534
LRCX icon
88
Lam Research
LRCX
$390B
$716K 0.16%
9,846
-6
-0.1% -$472
MDT icon
89
Medtronic
MDT
$115B
$706K 0.16%
7,853
-5
-0.1% -$447
ABT icon
90
Abbott
ABT
$190B
$693K 0.16%
5,227
-3
-0.1% -$382
IWM icon
91
iShares Russell 2000 ETF
IWM
$81.8B
$690K 0.16%
3,278
+1,608
+96% +$349K
FDX icon
92
FedEx
FDX
$76.6B
$669K 0.15%
2,745
-3
-0.1% -$778
WFC icon
93
Wells Fargo
WFC
$265B
$635K 0.15%
8,851
-6
-0.1% -$450
HON icon
94
Honeywell
HON
$73.9B
$629K 0.14%
3,152
-3
-0.1% -$607
WYNN icon
95
Wynn Resorts
WYNN
$10.7B
$627K 0.14%
7,504
-6
-0.1% -$512
ZG icon
96
Zillow
ZG
$7.71B
$620K 0.14%
9,277
-3
-0% -$222
CRM icon
97
Salesforce
CRM
$162B
$615K 0.14%
2,290
-2
-0.1% -$622
TFX icon
98
Teleflex
TFX
$5.93B
$613K 0.14%
4,433
-5
-0.1% -$810
CI icon
99
Cigna
CI
$72.5B
$611K 0.14%
1,856
-2
-0.1% -$603
DOW icon
100
Dow Inc
DOW
$22.5B
$610K 0.14%
17,456
-13
-0.1% -$499
2 3
4
5 6

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HPM
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CAG
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MWM
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HPC
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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.