CIM

Contravisory Investment Management Portfolio holdings

AUM $505M
1-Year Est. Return 22.57%
This Quarter Est. Return
1 Year Est. Return
+22.57%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$505M
AUM Growth
-$11.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
435
New
Increased
Reduced
Closed

Top Buys

1 +$7.85M
2 +$7.63M
3 +$7.43M
4
VST icon
Vistra
VST
+$6.17M
5
EIS icon
iShares MSCI Israel ETF
EIS
+$1.3M

Top Sells

1 +$7.72M
2 +$7.33M
3 +$7.06M
4
ISRG icon
Intuitive Surgical
ISRG
+$6.48M
5
TSM icon
TSMC
TSM
+$1.8M

Sector Composition

1 Technology 22.04%
2 Financials 21.13%
3 Industrials 10.69%
4 Communication Services 10%
5 Healthcare 7.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
HIFS icon
276
Hingham Institution for Saving
HIFS
$643M
$35.5K 0.01%
125
DIS icon
277
Walt Disney
DIS
$199B
$34.1K 0.01%
300
CW icon
278
Curtiss-Wright
CW
$24.5B
$33.6K 0.01%
61
IBKR icon
279
Interactive Brokers
IBKR
$32.7B
$31.1K 0.01%
484
CRF
280
Cornerstone Total Return Fund
CRF
$1.23B
$29.5K 0.01%
3,685
DTM icon
281
DT Midstream
DTM
$12.2B
$28.7K 0.01%
240
FHN icon
282
First Horizon
FHN
$11.7B
$27.5K 0.01%
1,149
RKLB icon
283
Rocket Lab Corp
RKLB
$51.4B
$26.9K 0.01%
385
-71
ORI icon
284
Old Republic International
ORI
$10.6B
$26.6K 0.01%
583
CASY icon
285
Casey's General Stores
CASY
$23.7B
$26.5K 0.01%
48
SILJ icon
286
Amplify Junior Silver Miners ETF
SILJ
$4.76B
$24.6K ﹤0.01%
+889
GEV icon
287
GE Vernova
GEV
$185B
$24.2K ﹤0.01%
+37
BMY icon
288
Bristol-Myers Squibb
BMY
$112B
$24.2K ﹤0.01%
448
-2,506
RBA icon
289
RB Global
RBA
$21B
$23.9K ﹤0.01%
232
RKT icon
290
Rocket Companies
RKT
$65.4B
$23.4K ﹤0.01%
+1,210
ITT icon
291
ITT
ITT
$15.8B
$23.4K ﹤0.01%
135
GWRE icon
292
Guidewire Software
GWRE
$13.5B
$23.1K ﹤0.01%
115
BBIO icon
293
BridgeBio Pharma
BBIO
$14.7B
$22.8K ﹤0.01%
298
NXT icon
294
Nextpower Inc
NXT
$14.3B
$22.3K ﹤0.01%
256
CVNA icon
295
Carvana
CVNA
$62.7B
$21.9K ﹤0.01%
52
CAKE icon
296
Cheesecake Factory
CAKE
$2.96B
$21.5K ﹤0.01%
425
-4,419
R icon
297
Ryder
R
$7.7B
$21.4K ﹤0.01%
112
-11
INSM icon
298
Insmed
INSM
$34.4B
$21.2K ﹤0.01%
122
-24
ATI icon
299
ATI
ATI
$16.9B
$21.2K ﹤0.01%
185
FLEX icon
300
Flex
FLEX
$24B
$21.1K ﹤0.01%
350