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
$353M
AUM Growth
-$25.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
396
New
Increased
Reduced
Closed

Top Buys

1
+$7.74M
2
+$7.01M
3
+$6.76M
4
SITE icon
SiteOne Landscape Supply
SITE
+$6.69M
5
SYK icon
Stryker
SYK
+$6.58M

Top Sells

1
+$8.97M
2
+$7.07M
3
+$6.9M
4
RTX icon
RTX Corp
RTX
+$6.69M
5
CAG icon
Conagra Brands
CAG
+$6.53M

Sector Composition

1 Technology 17.84%
2 Consumer Discretionary 14.91%
3 Healthcare 13.96%
4 Financials 12.6%
5 Communication Services 11.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$11.6K ﹤0.01%
+940
277
$10K ﹤0.01%
146
278
$9.8K ﹤0.01%
36
279
$9.61K ﹤0.01%
+125
280
$9.54K ﹤0.01%
635
281
$8.6K ﹤0.01%
209
282
$8.34K ﹤0.01%
121
283
$7.66K ﹤0.01%
463
284
$7.5K ﹤0.01%
442
+12
285
$6.57K ﹤0.01%
+70
286
$6.44K ﹤0.01%
+15
287
$6.44K ﹤0.01%
57
288
$6.22K ﹤0.01%
82
289
$5.04K ﹤0.01%
88
290
$4.56K ﹤0.01%
11
291
$3.53K ﹤0.01%
50
292
$3.36K ﹤0.01%
17
293
$3.21K ﹤0.01%
17
294
$3.14K ﹤0.01%
+8
295
$3.02K ﹤0.01%
+61
296
$2.82K ﹤0.01%
87
297
$2.53K ﹤0.01%
+84
298
$2.3K ﹤0.01%
+47
299
$2K ﹤0.01%
5
-16,178
300
$1.97K ﹤0.01%
60
10 11
12
13 14