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
$451M
AUM Growth
+$43.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
399
New
Increased
Reduced
Closed

Top Buys

1
+$8.45M
2
+$8.34M
3
+$7.93M
4
CPAY icon
Corpay
CPAY
+$7.67M
5
DLR icon
Digital Realty Trust
DLR
+$7.49M

Top Sells

1
+$8.1M
2
+$7.69M
3
+$6.75M
4
PG icon
Procter & Gamble
PG
+$6.5M
5
AON icon
Aon
AON
+$6.3M

Sector Composition

1 Technology 28.23%
2 Industrials 13.34%
3 Consumer Discretionary 12.36%
4 Financials 12.3%
5 Communication Services 11.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$76.5K 0.02%
300
227
$72.3K 0.02%
2,772
228
$70.4K 0.02%
335
-27
229
$66.6K 0.01%
2,454
+426
230
$64.6K 0.01%
640
-200
231
$54.8K 0.01%
182
232
$50.3K 0.01%
550
233
$48.2K 0.01%
250
234
$46.2K 0.01%
259
235
$37.5K 0.01%
452
236
$35.8K 0.01%
+228
237
$35K 0.01%
168
238
$34.5K 0.01%
59
239
$34.3K 0.01%
344
240
$33.9K 0.01%
84
241
$33.8K 0.01%
+261
242
$33.5K 0.01%
76
243
$33.3K 0.01%
+210
244
$33.2K 0.01%
193
245
$32.6K 0.01%
180
246
$32.5K 0.01%
317
247
$31.8K 0.01%
344
+131
248
$31.5K 0.01%
1,278
+246
249
$31.2K 0.01%
122
250
$30.8K 0.01%
+123
8 9
10
11 12