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
$352M
AUM Growth
-$18.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
389
New
Increased
Reduced
Closed

Top Buys

1
+$6.62M
2
+$6.57M
3
+$6.43M
4
ELV icon
Elevance Health
ELV
+$6.34M
5
EIX icon
Edison International
EIX
+$6.32M

Top Sells

1
+$8.98M
2
+$8.74M
3
+$8.54M
4
JPM icon
JPMorgan Chase
JPM
+$5.65M
5
LEA icon
Lear
LEA
+$5.26M

Sector Composition

1 Financials 17.77%
2 Healthcare 14.81%
3 Energy 13.36%
4 Technology 12.51%
5 Real Estate 8.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$6K ﹤0.01%
53
277
$5K ﹤0.01%
+137
278
$5K ﹤0.01%
+108
279
$5K ﹤0.01%
+287
280
$5K ﹤0.01%
+58
281
$5K ﹤0.01%
+76
282
$5K ﹤0.01%
+109
283
$5K ﹤0.01%
+59
284
$5K ﹤0.01%
+90
285
$5K ﹤0.01%
390
286
$5K ﹤0.01%
+154
287
$5K ﹤0.01%
+55
288
$5K ﹤0.01%
+49
289
$5K ﹤0.01%
+54
290
$5K ﹤0.01%
+62
291
$5K ﹤0.01%
+65
292
$5K ﹤0.01%
+141
293
$5K ﹤0.01%
+125
294
$5K ﹤0.01%
+81
295
$5K ﹤0.01%
+164
296
$5K ﹤0.01%
+154
297
$5K ﹤0.01%
+382
298
$5K ﹤0.01%
11
299
$5K ﹤0.01%
+308
300
$5K ﹤0.01%
+117
10 11
12
13 14