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
251
$18.1K 0.01%
444
252
$17.9K 0.01%
171
253
$17.6K 0.01%
+919
254
$17.5K ﹤0.01%
86
255
$17.4K ﹤0.01%
+77
256
$16.5K ﹤0.01%
+496
257
$16.5K ﹤0.01%
+441
258
$16.2K ﹤0.01%
+718
259
$16K ﹤0.01%
204
260
$16K ﹤0.01%
985
261
$16K ﹤0.01%
250
262
$15.6K ﹤0.01%
+116
263
$15.4K ﹤0.01%
172
264
$15.3K ﹤0.01%
+199
265
$15.3K ﹤0.01%
+127
266
$14.9K ﹤0.01%
+605
267
$14.5K ﹤0.01%
+84
268
$14.5K ﹤0.01%
+1,326
269
$14.5K ﹤0.01%
1,000
270
$14K ﹤0.01%
+210
271
$14K ﹤0.01%
+137
272
$13.6K ﹤0.01%
1,353
273
$13.3K ﹤0.01%
811
274
$12.9K ﹤0.01%
425
275
$11.6K ﹤0.01%
212