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
251
$30.7K 0.01%
120
+6
252
$30.6K 0.01%
159
253
$30.1K 0.01%
119
254
$29.9K 0.01%
179
255
$29.8K 0.01%
+61
256
$29.8K 0.01%
145
257
$29.7K 0.01%
+89
258
$29.7K 0.01%
312
259
$29.7K 0.01%
75
-1,604
260
$29.4K 0.01%
146
261
$29K 0.01%
241
+14
262
$28.9K 0.01%
45
+4
263
$28.8K 0.01%
149
264
$28.6K 0.01%
627
265
$28.5K 0.01%
272
266
$28.5K 0.01%
134
+11
267
$28.4K 0.01%
231
+17
268
$28.4K 0.01%
75
269
$28.3K 0.01%
765
270
$27.7K 0.01%
3,759
271
$27K 0.01%
938
272
$26.8K 0.01%
188
+78
273
$26.7K 0.01%
205
274
$25.9K 0.01%
60
275
$25.9K 0.01%
237
9 10
11
12 13