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
251
$22K 0.01%
+1,325
252
$22K 0.01%
+174
253
$22K 0.01%
+450
254
$21K 0.01%
+260
255
$20K 0.01%
422
-170
256
$20K 0.01%
+230
257
$19K 0.01%
+748
258
$18K 0.01%
100
259
$17K ﹤0.01%
425
260
$17K ﹤0.01%
354
261
$17K ﹤0.01%
300
262
$16K ﹤0.01%
1,000
263
$15K ﹤0.01%
133
264
$13K ﹤0.01%
540
265
$11K ﹤0.01%
90
-95
266
$11K ﹤0.01%
201
267
$11K ﹤0.01%
463
268
$10K ﹤0.01%
36
269
$8K ﹤0.01%
422
270
$8K ﹤0.01%
155
-6,702
271
$7K ﹤0.01%
500
272
$6K ﹤0.01%
121
273
$6K ﹤0.01%
+9
274
$6K ﹤0.01%
+125
275
$6K ﹤0.01%
53
9 10
11
12 13