CIM

Contravisory Investment Management Portfolio holdings

AUM $516M
1-Year Est. Return 21.56%
This Quarter Est. Return
1 Year Est. Return
+21.56%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$339M
AUM Growth
+$19.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
303
New
Increased
Reduced
Closed

Top Buys

1
+$6.95M
2
+$6.75M
3
+$6.14M
4
RTX icon
RTX Corp
RTX
+$5.62M
5
TRV icon
Travelers Companies
TRV
+$5.58M

Top Sells

1
+$11.2M
2
+$7.92M
3
+$6.25M
4
ADSK icon
Autodesk
ADSK
+$6.25M
5
NKE icon
Nike
NKE
+$6.1M

Sector Composition

1 Technology 16.67%
2 Industrials 16.22%
3 Financials 16.11%
4 Healthcare 12.36%
5 Consumer Discretionary 8.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$55K 0.02%
475
+147
227
$53K 0.02%
300
228
$43K 0.01%
1,124
229
$38K 0.01%
185
-185
230
$37K 0.01%
811
231
$34K 0.01%
1,557
232
$34K 0.01%
470
233
$33K 0.01%
350
234
$29K 0.01%
331
235
$28K 0.01%
465
236
$28K 0.01%
175
237
$25K 0.01%
+955
238
$23K 0.01%
425
239
$19K 0.01%
1,000
240
$19K 0.01%
+592
241
$19K 0.01%
202
242
$18K 0.01%
354
243
$17K 0.01%
100
244
$16K ﹤0.01%
632
+488
245
$15K ﹤0.01%
300
246
$13K ﹤0.01%
201
247
$13K ﹤0.01%
463
248
$12K ﹤0.01%
239
249
$10K ﹤0.01%
36
250
$8K ﹤0.01%
59
8 9
10
11 12