CIM Reports $694M in Holdings

The institutional investment manager disclosed 164 positions in its latest regulatory filing, reflecting broad market exposure.

January 17, 2025

CIM’s Investment Portfolio Surpasses $694 Million

CIM, LLC has disclosed a total of $694.2 million in assets across 164 positions, as outlined in its latest Form 13F filing with the U.S. Securities and Exchange Commission (SEC). The report, covering the quarter ending September 30, 2024, provides insight into the firm’s investment strategies amid a volatile economic climate.

Portfolio Composition and Market Positioning

The filing highlights the firm’s diversified exposure across sectors, showcasing its approach to balancing risk and return. While individual holdings are not detailed in the summary, the large number of positions suggests a well-distributed investment strategy rather than a concentrated, high-risk approach.

Institutional investors like CIM frequently adjust their portfolios in response to macroeconomic trends, interest rate fluctuations, and sector-specific developments. The firm’s latest holdings reflect an effort to maintain a robust portfolio in uncertain financial conditions.

Regulatory Compliance and Transparency

The filing also includes key compliance declarations, ensuring that the reported information aligns with SEC regulations. Joseph Alteri, the firm's Compliance and Communications Manager , signed the report, affirming the accuracy of the disclosed data.

CIM’s Albany, NY-based operations continue to align with regulatory requirements, demonstrating its commitment to transparency in institutional investing.

Market Implications and Industry Outlook

Investment managers like CIM play a crucial role in the broader financial ecosystem by deploying capital across various sectors. Their reported holdings serve as an indicator of institutional sentiment, often influencing retail and other institutional investors' decisions.

With the Federal Reserve's monetary policy decisions, inflationary pressures, and geopolitical developments shaping market dynamics, firms such as CIM are expected to continue adjusting their portfolios in response to evolving conditions.