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
$353M
AUM Growth
-$25.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
396
New
Increased
Reduced
Closed

Top Buys

1
+$7.74M
2
+$7.01M
3
+$6.76M
4
SITE icon
SiteOne Landscape Supply
SITE
+$6.69M
5
SYK icon
Stryker
SYK
+$6.58M

Top Sells

1
+$8.97M
2
+$7.07M
3
+$6.9M
4
RTX icon
RTX Corp
RTX
+$6.69M
5
CAG icon
Conagra Brands
CAG
+$6.53M

Sector Composition

1 Technology 17.84%
2 Consumer Discretionary 14.91%
3 Healthcare 13.96%
4 Financials 12.6%
5 Communication Services 11.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$63.7K 0.02%
360
+3
227
$59.1K 0.02%
300
228
$53.8K 0.02%
+1,230
229
$53.8K 0.02%
182
230
$51K 0.01%
+240
231
$50.2K 0.01%
550
232
$48.7K 0.01%
2,889
-60
233
$45.8K 0.01%
2,028
+141
234
$37.5K 0.01%
100
235
$29.4K 0.01%
3,759
236
$28.2K 0.01%
174
237
$25K 0.01%
+100
238
$25K 0.01%
+345
239
$24.7K 0.01%
145
240
$23.3K 0.01%
125
241
$22.6K 0.01%
932
242
$22.4K 0.01%
217
243
$21.8K 0.01%
510
244
$21.8K 0.01%
500
-500
245
$21.4K 0.01%
222
246
$21.4K 0.01%
1,032
+94
247
$19.1K 0.01%
+256
248
$18.6K 0.01%
106
249
$18.5K 0.01%
492
250
$18.4K 0.01%
304
8 9
10
11 12