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
251
$27.6K 0.01%
109
252
$27.5K 0.01%
249
-24
253
$27.2K 0.01%
131
+12
254
$27K 0.01%
207
255
$26.7K 0.01%
295
256
$26.3K 0.01%
80
257
$26.2K 0.01%
100
258
$26.1K 0.01%
169
259
$25.4K 0.01%
1,090
+444
260
$24.9K 0.01%
336
-21
261
$24.8K 0.01%
41
262
$24.6K 0.01%
169
263
$24.2K 0.01%
86
264
$23.6K 0.01%
193
265
$23.4K 0.01%
97
266
$23.3K 0.01%
495
267
$23.2K 0.01%
46
268
$22.6K ﹤0.01%
100
-2,775
269
$22.6K ﹤0.01%
172
270
$22.5K ﹤0.01%
75
271
$22.5K ﹤0.01%
50
272
$22.4K ﹤0.01%
55
273
$22.2K ﹤0.01%
284
274
$22.1K ﹤0.01%
203
275
$22K ﹤0.01%
51
+9
9 10
11
12 13