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
$320M
AUM Growth
-$2.47M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
293
New
Increased
Reduced
Closed

Top Buys

1
+$6.9M
2
+$6.42M
3
+$5.99M
4
DD icon
DuPont de Nemours
DD
+$5.46M
5
CSX icon
CSX Corp
CSX
+$5.37M

Top Sells

1
+$7.1M
2
+$6.19M
3
+$5.7M
4
SPGI icon
S&P Global
SPGI
+$5.67M
5
SBAC icon
SBA Communications
SBAC
+$5.32M

Sector Composition

1 Technology 23.67%
2 Healthcare 16.4%
3 Industrials 13.14%
4 Financials 11.92%
5 Consumer Discretionary 7.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$6K ﹤0.01%
26
-30,782
252
$5K ﹤0.01%
90
253
$5K ﹤0.01%
87
254
$5K ﹤0.01%
300
255
$4K ﹤0.01%
51
256
$4K ﹤0.01%
144
257
$4K ﹤0.01%
17
258
$4K ﹤0.01%
11
259
$3K ﹤0.01%
7
260
$2K ﹤0.01%
5
261
$1K ﹤0.01%
58
262
– –
-1,458
263
– –
-17,706
264
– –
-791
265
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-1,314
266
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-239
267
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-59,622
268
– –
-3,513
269
– –
-2,973
270
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-952
271
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-5,699
272
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-1,189
273
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-2,335
274
– –
-855
275
– –
-38
8 9 10
11
12