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
+$118K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
440
New
Increased
Reduced
Closed

Top Buys

1
+$9.48M
2
+$8.17M
3
+$8.15M
4
AVB icon
AvalonBay Communities
AVB
+$7.98M
5
CAT icon
Caterpillar
CAT
+$7.53M

Top Sells

1
+$12.5M
2
+$9.22M
3
+$9.14M
4
CTLT
CATALENT, INC.
CTLT
+$7.93M
5
LRCX icon
Lam Research
LRCX
+$7.87M

Sector Composition

1 Financials 20.84%
2 Technology 16.2%
3 Industrials 12.29%
4 Consumer Discretionary 10.68%
5 Communication Services 10.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$36.6K 0.01%
107
-56
252
$35.7K 0.01%
321
+21
253
$34.6K 0.01%
251
-22
254
$32K 0.01%
3,759
255
$31.8K 0.01%
125
256
$28.7K 0.01%
226
-23
257
$26.6K 0.01%
75
-5
258
$26.5K 0.01%
169
259
$26.4K 0.01%
333
-3
260
$25.9K 0.01%
616
-98
261
$25.8K 0.01%
93
-16
262
$25.4K 0.01%
23
263
$25K 0.01%
295
264
$25K 0.01%
41
265
$24.9K 0.01%
+564
266
$24.6K 0.01%
+535
267
$24.6K 0.01%
75
268
$24K 0.01%
202
269
$23.9K 0.01%
415
270
$23.7K 0.01%
+263
271
$23.4K 0.01%
+247
272
$23.3K 0.01%
126
273
$23.2K 0.01%
86
274
$23.1K ﹤0.01%
51
275
$22.7K ﹤0.01%
337
9 10
11
12 13