CIM LLC

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Assets, Funds, Holdings

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CAFR Data
CIM LLC
CRD #132136
SEC #801-63553
CIK #1364725
AUM $439.0 MM (95% Disc, 100% US, 2020-03-27)
Employees14 (79% Investors, 64% Brokers)
Phone518-391-4200
Address30 S Pearl Street, 9th Floor
Albany, NY 12207
Source [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook]
Total AUM ($MM)
4403522641768802002200820142021
Sector Issuer Cap ($MM) Value ($MM)
EW 46,010.0 12.3
TSCO 12,860.0 11.0
NKE 150,250.0 10.5
ECL 59,170.0 9.4
DIS 218,470.0 9.4
CMG 28,360.0 9.4
NVO 148,100.0 8.7
AAPL 1,372,810.0 8.5
CTSH 28,790.0 7.9
CERN 20,510.0 7.0
View All
Holdings by Sector ($)
0.20.20.10.10.00.02014201620182020
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Wealthtrust Arizona LLC
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Capital Planning LLC
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