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
$352M
AUM Growth
-$18.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
389
New
Increased
Reduced
Closed

Top Buys

1
+$6.62M
2
+$6.57M
3
+$6.43M
4
ELV icon
Elevance Health
ELV
+$6.34M
5
EIX icon
Edison International
EIX
+$6.32M

Top Sells

1
+$8.98M
2
+$8.74M
3
+$8.54M
4
JPM icon
JPMorgan Chase
JPM
+$5.65M
5
LEA icon
Lear
LEA
+$5.26M

Sector Composition

1 Financials 17.77%
2 Healthcare 14.81%
3 Energy 13.36%
4 Technology 12.51%
5 Real Estate 8.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$89K 0.03%
+706
227
$86K 0.02%
250
228
$86K 0.02%
300
229
$86K 0.02%
+387
230
$84K 0.02%
151
-22
231
$83K 0.02%
+330
232
$83K 0.02%
+1,650
233
$83K 0.02%
+699
234
$79K 0.02%
10,029
235
$76K 0.02%
+980
236
$69K 0.02%
1,124
237
$58K 0.02%
284
+16
238
$55K 0.02%
182
239
$51K 0.01%
+3,759
240
$51K 0.01%
1,886
241
$46K 0.01%
331
242
$44K 0.01%
175
243
$39K 0.01%
873
244
$33K 0.01%
1,836
+192
245
$29K 0.01%
811
246
$29K 0.01%
348
+260
247
$28K 0.01%
1,557
248
$26K 0.01%
+45
249
$23K 0.01%
457
+370
250
$22K 0.01%
115
8 9
10
11 12