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CIM INVESTMENT MANAGEMENT INC

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PITTSBURGH PA Investment Advisor Hedge Fund
13F Summary

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Equal-WT
WhaleScore 2.0 ?

84

S&P 500
WhaleScore ?

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Equal-WT
WhaleScore 1.0 ?

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

Portfolio Performance