CIM INVESTMENT MANAGEMENT INC

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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 Q2 2022 included $240,836,000 in managed 13F securities and a top 10 holdings concentration of 47.53%. CIM Investment Management's largest holding is iShares Core S&P 500 ETF- with shares held of 150,032. Whalewisdom has at least 90 13F filings

06/30/2022

13F Activity

  • Market Value $240.836 Million
  • Prior Market Value $296.114 Million
  • New Purchases15 stocks
  • Additional Purchases18 stocks
  • Sold out of32 stocks
  • Reduced holdings in135 stocks
  • Top 10 Holdings % 47.53 %
  • Turnover % [1]:20.26%
  • Turnover Alt % [2]: 6.38 %
  • Time Held Top20:20.30 quarters
  • Time Held Top10:25.20 quarters
  • Time Held All:14.34 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.

06/30/2022

13F Sector Allocation Over Time

Portfolio Performance

Top 20 equal-weighted holdings. Performance numbers calculated through 2022-02-14

Performance for Q4 2021: -11.5%
Performance Last 4 Quarters: 9.87%
Performance Metrics
Stdev (5-yrs): Subscription required BETA (5-yrs): Subscription required ALPHA (3-yrs): Subscription required
Max Drawdown (all-years): Subscription required Annualized Perf (3-yrs): Subscription required Batting Avg vs S&P. (3-yrs): Subscription required
Sortino (3-yrs): Subscription required Stutzer (3-yrs): Subscription required Treynor (3-yrs): Subscription required
Sterling (3-yrs): Subscription required Calmar (3-yrs): Subscription required Information Ratio (3-yrs): Subscription required
Tracking Error (3 yrs): Subscription required Stdev Down (3-yrs): Subscription required Winning Months %: Subscription required
Losing Months %: Subscription required Best 12 Months: Subscription required Worst 12 Months: Subscription required
Efficiency Ratio (3-yrs): Subscription required Sharpe: Subscription required Stdev Sectors: Subscription required
Skewness (3-yrs): Subscription required Kurtosis (3-yrs): Subscription required Upside Potential (3-yrs): Subscription required
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*Shares are split adjusted

Global (ex. US) Holdings

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Stale Holdings (no activity in past 21-months or sold out)

Source: Refinitiv. Stale holdings data removed after 21-months of inactivity.

View Last Form Adv Compilation Report on Record

CIM
115 WILCOX STREET SUITE 220
CASTLE ROCK CO    80104
Country: United States
Business Phone: 7204433879
Fax:
Professional Investment Advisor Data
SEC Registration as :
Form of Organization: Limited Liability Company
Organized in: CO
Number of employees: 1
Other Business Activities: broker-dealer,real estate broker, dealer, or agent
Advisor Fees/Compensation: Hourly charges,Fixed fees,Performance-based fees
Amount of client funds and securities: 250,000
Total Number of Clients: 0
Amount of client funds and securities by related persons:
Total Number of clients from related persons:
Disclosures:
Data above was derived from SEC filings.

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Insider Transactions in the past year

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CIM INVESTMENT MANAGEMENT INC

ownership team - last updated 2022-03-30
Name Title Start Date Direct/Indirect % Ownership
FISHER, ANDREW, CLAYTON PRESIDENT 01/01/2003 Direct 75% or more
Fund Name Position direct/indirect start date end date
CIM INVESTMENT MANAGEMENT INC PRESIDENT direct 2003-01-01
OUTFITTER FINANCIAL CORP. SHAREHOLDER direct 2006-03-01
CIM INVESTMENT MANAGEMENT INC SECRETARY direct 1994-06-01 2003-01-16
OUTFITTER FINANCIAL CORP. VICE PRESIDENT direct 2006-03-01 2011-02-28
MASLEK, STEVE, MICHAEL CHIEF ADMINISTATIVE OFFICER 06/01/2008 Direct less than 5%
Fund Name Position direct/indirect start date end date
CIM INVESTMENT MANAGEMENT INC CHIEF ADMINISTATIVE OFFICER direct 2008-06-01
CIM INVESTMENT MANAGEMENT INC VICE PRESIDENT direct 2008-06-01
US ASSET MANAGEMENT, LLC PRINCIPAL direct 2002-10-01
US ASSET MANAGEMENT, LLC MEMBER direct 2002-10-01
US ASSET MANAGEMENT, LLC PRINCIPAL, PRESIDENT AND CHIEF COMPLIANCE OFFICER direct 2002-10-01
US ASSET MANAGEMENT, LLC NON OPERATIONAL MEMBER direct 2002-10-01
US ASSET MANAGEMENT, LLC PRINCIPAL, PRESIDENT AND COMPLIANCE CONTROL OFFICER direct 2002-10-01
US ASSET MANAGEMENT, LLC PRESIDENT AND CIO direct 2008-02-01
SMALLS, ANTOINE, LAMONT CHIEF COMPLIANCE OFFICER 03/01/2010 Direct less than 5%
Fund Name Position direct/indirect start date end date
MDL ADVISERS, INC. VICE PRESIDENT OF INVESTMENT OPERATIONS direct 2000-09-01
MDL CAPITAL MANAGEMENT, INCORPORATED VICE PRESIDENT OF INVESTMENT OPERATIONS direct 2000-09-01
CIM INVESTMENT MANAGEMENT INC CHIEF COMPLIANCE OFFICER direct 2010-03-01
SALAMONE, JUSTIN, ROBERT SENIOR VICE PRESIDENT 09/01/2009 Direct less than 5%
Fund Name Position direct/indirect start date end date
CIM INVESTMENT MANAGEMENT INC VICE PRESIDENT direct 2009-09-01
CIM INVESTMENT MANAGEMENT INC SENIOR VICE PRESIDENT direct 2009-09-01

CIM INVESTMENT MANAGEMENT INC

ownership team - last updated 2021-03-31
Name Title Start Date Direct/Indirect % Ownership
FISHER, ANDREW, CLAYTON PRESIDENT 01/01/2003 Direct 75% or more
Fund Name Position direct/indirect start date end date
CIM INVESTMENT MANAGEMENT INC PRESIDENT direct 2003-01-01
OUTFITTER FINANCIAL CORP. SHAREHOLDER direct 2006-03-01
CIM INVESTMENT MANAGEMENT INC SECRETARY direct 1994-06-01 2003-01-16
OUTFITTER FINANCIAL CORP. VICE PRESIDENT direct 2006-03-01 2011-02-28
MASLEK, STEVE, MICHAEL CHIEF ADMINISTATIVE OFFICER 06/01/2008 Direct less than 5%
Fund Name Position direct/indirect start date end date
CIM INVESTMENT MANAGEMENT INC CHIEF ADMINISTATIVE OFFICER direct 2008-06-01
CIM INVESTMENT MANAGEMENT INC VICE PRESIDENT direct 2008-06-01
US ASSET MANAGEMENT, LLC PRINCIPAL direct 2002-10-01
US ASSET MANAGEMENT, LLC MEMBER direct 2002-10-01
US ASSET MANAGEMENT, LLC PRINCIPAL, PRESIDENT AND CHIEF COMPLIANCE OFFICER direct 2002-10-01
US ASSET MANAGEMENT, LLC NON OPERATIONAL MEMBER direct 2002-10-01
US ASSET MANAGEMENT, LLC PRINCIPAL, PRESIDENT AND COMPLIANCE CONTROL OFFICER direct 2002-10-01
US ASSET MANAGEMENT, LLC PRESIDENT AND CIO direct 2008-02-01
SMALLS, ANTOINE, LAMONT CHIEF COMPLIANCE OFFICER 03/01/2010 Direct less than 5%
Fund Name Position direct/indirect start date end date
MDL ADVISERS, INC. VICE PRESIDENT OF INVESTMENT OPERATIONS direct 2000-09-01
MDL CAPITAL MANAGEMENT, INCORPORATED VICE PRESIDENT OF INVESTMENT OPERATIONS direct 2000-09-01
CIM INVESTMENT MANAGEMENT INC CHIEF COMPLIANCE OFFICER direct 2010-03-01
SALAMONE, JUSTIN, ROBERT SENIOR VICE PRESIDENT 09/01/2009 Direct less than 5%
Fund Name Position direct/indirect start date end date
CIM INVESTMENT MANAGEMENT INC VICE PRESIDENT direct 2009-09-01
CIM INVESTMENT MANAGEMENT INC SENIOR VICE PRESIDENT direct 2009-09-01

CIM INVESTMENT MANAGEMENT INC

ownership team - last updated 2020-03-30
Name Title Start Date Direct/Indirect % Ownership

CIM INVESTMENT MANAGEMENT INC

ownership team - last updated 2019-03-29
Name Title Start Date Direct/Indirect % Ownership
FISHER, ANDREW, CLAYTON PRESIDENT 01/01/2003 Direct 75% or more
Fund Name Position direct/indirect start date end date
CIM INVESTMENT MANAGEMENT INC PRESIDENT direct 2003-01-01
OUTFITTER FINANCIAL CORP. SHAREHOLDER direct 2006-03-01
CIM INVESTMENT MANAGEMENT INC SECRETARY direct 1994-06-01 2003-01-16
OUTFITTER FINANCIAL CORP. VICE PRESIDENT direct 2006-03-01 2011-02-28
MASLEK, STEVE, MICHAEL CHIEF ADMINISTATIVE OFFICER 06/01/2008 Direct less than 5%
Fund Name Position direct/indirect start date end date
CIM INVESTMENT MANAGEMENT INC CHIEF ADMINISTATIVE OFFICER direct 2008-06-01
CIM INVESTMENT MANAGEMENT INC VICE PRESIDENT direct 2008-06-01
US ASSET MANAGEMENT, LLC PRINCIPAL direct 2002-10-01
US ASSET MANAGEMENT, LLC MEMBER direct 2002-10-01
US ASSET MANAGEMENT, LLC PRINCIPAL, PRESIDENT AND CHIEF COMPLIANCE OFFICER direct 2002-10-01
US ASSET MANAGEMENT, LLC NON OPERATIONAL MEMBER direct 2002-10-01
US ASSET MANAGEMENT, LLC PRINCIPAL, PRESIDENT AND COMPLIANCE CONTROL OFFICER direct 2002-10-01
US ASSET MANAGEMENT, LLC PRESIDENT AND CIO direct 2008-02-01
SMALLS, ANTOINE, LAMONT CHIEF COMPLIANCE OFFICER 03/01/2010 Direct less than 5%
Fund Name Position direct/indirect start date end date
MDL ADVISERS, INC. VICE PRESIDENT OF INVESTMENT OPERATIONS direct 2000-09-01
MDL CAPITAL MANAGEMENT, INCORPORATED VICE PRESIDENT OF INVESTMENT OPERATIONS direct 2000-09-01
CIM INVESTMENT MANAGEMENT INC CHIEF COMPLIANCE OFFICER direct 2010-03-01
SALAMONE, JUSTIN, ROBERT SENIOR VICE PRESIDENT 09/01/2009 Direct less than 5%
Fund Name Position direct/indirect start date end date
CIM INVESTMENT MANAGEMENT INC VICE PRESIDENT direct 2009-09-01
CIM INVESTMENT MANAGEMENT INC SENIOR VICE PRESIDENT direct 2009-09-01

CIM INVESTMENT MANAGEMENT INC

ownership team - last updated 2017-03-31
Name Title Start Date Direct/Indirect % Ownership
FISHER, ANDREW, CLAYTON PRESIDENT 01/01/2003 Direct 75% or more
Fund Name Position direct/indirect start date end date
CIM INVESTMENT MANAGEMENT INC PRESIDENT direct 2003-01-01
OUTFITTER FINANCIAL CORP. SHAREHOLDER direct 2006-03-01
CIM INVESTMENT MANAGEMENT INC SECRETARY direct 1994-06-01 2003-01-16
OUTFITTER FINANCIAL CORP. VICE PRESIDENT direct 2006-03-01 2011-02-28
MASLEK, STEVE, MICHAEL CHIEF ADMINISTATIVE OFFICER 06/01/2008 Direct less than 5%
Fund Name Position direct/indirect start date end date
CIM INVESTMENT MANAGEMENT INC CHIEF ADMINISTATIVE OFFICER direct 2008-06-01
CIM INVESTMENT MANAGEMENT INC VICE PRESIDENT direct 2008-06-01
US ASSET MANAGEMENT, LLC PRINCIPAL direct 2002-10-01
US ASSET MANAGEMENT, LLC MEMBER direct 2002-10-01
US ASSET MANAGEMENT, LLC PRINCIPAL, PRESIDENT AND CHIEF COMPLIANCE OFFICER direct 2002-10-01
US ASSET MANAGEMENT, LLC NON OPERATIONAL MEMBER direct 2002-10-01
US ASSET MANAGEMENT, LLC PRINCIPAL, PRESIDENT AND COMPLIANCE CONTROL OFFICER direct 2002-10-01
US ASSET MANAGEMENT, LLC PRESIDENT AND CIO direct 2008-02-01
SMALLS, ANTOINE, LAMONT CHIEF COMPLIANCE OFFICER 03/01/2010 Direct less than 5%
Fund Name Position direct/indirect start date end date
MDL ADVISERS, INC. VICE PRESIDENT OF INVESTMENT OPERATIONS direct 2000-09-01
MDL CAPITAL MANAGEMENT, INCORPORATED VICE PRESIDENT OF INVESTMENT OPERATIONS direct 2000-09-01
CIM INVESTMENT MANAGEMENT INC CHIEF COMPLIANCE OFFICER direct 2010-03-01
ROJCEWICZ, MARCIA, MARY VICE PRESIDENT 08/01/2011 Direct less than 5%
Fund Name Position direct/indirect start date end date
CIM INVESTMENT MANAGEMENT INC VICE PRESIDENT direct 2011-08-01
CIM INVESTMENT MANAGEMENT INC DIRECTOR direct 1994-06-01 2009-10-22
SALAMONE, JUSTIN, ROBERT SENIOR VICE PRESIDENT 09/01/2009 Direct less than 5%
Fund Name Position direct/indirect start date end date
CIM INVESTMENT MANAGEMENT INC VICE PRESIDENT direct 2009-09-01
CIM INVESTMENT MANAGEMENT INC SENIOR VICE PRESIDENT direct 2009-09-01

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