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
$468M
AUM Growth
+$16M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
408
New
Increased
Reduced
Closed

Top Buys

1
+$8.38M
2
+$8.14M
3
+$7.7M
4
EQR icon
Equity Residential
EQR
+$7.68M
5
NEE icon
NextEra Energy
NEE
+$7.58M

Top Sells

1
+$10.9M
2
+$9.96M
3
+$9.04M
4
SHOP icon
Shopify
SHOP
+$7.95M
5
ABNB icon
Airbnb
ABNB
+$7.59M

Sector Composition

1 Financials 19.97%
2 Technology 19.69%
3 Industrials 11.24%
4 Consumer Discretionary 9.48%
5 Communication Services 9.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$157K 0.03%
6,420
227
$149K 0.03%
262
+3
228
$142K 0.03%
1,207
229
$116K 0.02%
202
+10
230
$88.5K 0.02%
3,915
+90
231
$85.8K 0.02%
3,099
+90
232
$75K 0.02%
339
+1
233
$74.5K 0.02%
300
234
$68.1K 0.01%
341
235
$66.3K 0.01%
658
-417
236
$59.3K 0.01%
152
+85
237
$57.8K 0.01%
182
238
$50K 0.01%
1,864
-72
239
$45.7K 0.01%
163
-38,723
240
$42K 0.01%
1,632
+42
241
$41.4K 0.01%
113
-4
242
$36.2K 0.01%
339
243
$32.4K 0.01%
273
+30
244
$31.7K 0.01%
573
+199
245
$30.4K 0.01%
125
246
$29.8K 0.01%
3,759
247
$29K 0.01%
223
+80
248
$28.9K 0.01%
300
-4,859
249
$28.5K 0.01%
202
250
$28.1K 0.01%
714
8 9
10
11 12