Equal-WT
WhaleScore 2.0
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CIM Investment Management is based out of Pittsburgh. CIM Investment Management is a registered investment advisory firm Their last reported 13F filing for Q3 2023 included $273,139,967 in managed 13F securities
and a top 10 holdings concentration of 44.53%. CIM Investment Management's largest holding is iShares Core S&P 500 ETF-iShares Core S&P 500 ETF with shares held of 129,874. Whalewisdom has at least 95 13F filings
2023-09-30
Top Buys (13F)
| Name | % Change |
|---|---|
| BRK.B Berkshire Hathaway I | 0.27% |
| AMT American Tower Corp. | 0.25% |
| KMB Kimberly-Clark Corp. | 0.25% |
| CL Colgate-Palmolive Co | 0.21% |
| WMT Walmart Inc | 0.21% |
2023-09-30
Top Sells (13F)
| Name | % Change |
|---|---|
| IVV iShares Core S&P 500 | 0.97% |
| NOW ServiceNow Inc | 0.35% |
| META Meta Platforms Inc | 0.34% |
| AAPL Apple Inc | 0.24% |
| UBER Uber Technologies In | 0.23% |
2023-09-30
13F Holdings Summary
| Name | $ Change |
|---|---|
| IVV iShares Core S&P 500 | 20.42% |
| IJH iShares Core S&P Mid | 5.3% |
| IJR iShares Core S&P Sma | 3.79% |
| AAPL Apple Inc | 3.19% |
| IEFA iShares Core MSCI EA | 2.47% |
2023-09-30
13F Activity
| Market Value | $273m, Prior: $294m |
| New Purchases | 19 stocks |
| Additional Purchases | 7 stocks |
| Sold out of | 19 stocks |
| Reduced holdings in | 163 stocks |
| Top 10 Holdings % | 44.53% |
| Turnover %[1] | 13.67% |
| Turnover Alt %[2] | 3.21% |
| Time Held Top 20 | 24.65 quarters |
| Time Held Top 10 | 27.6 quarters |
| Time Held All | 14.6 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.
2023-09-30
13F Sector Allocation Over Time
2023-09-30
Analysis
Top 20 equal-weighted holdings. Performance numbers calculated through 2023-09-30