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
$451M
AUM Growth
+$43.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
399
New
Increased
Reduced
Closed

Top Buys

1 +$8.45M
2 +$8.34M
3 +$7.93M
4
CPAY icon
Corpay
CPAY
+$7.67M
5
DLR icon
Digital Realty Trust
DLR
+$7.49M

Top Sells

1 +$8.1M
2 +$7.69M
3 +$6.75M
4
PG icon
Procter & Gamble
PG
+$6.5M
5
AON icon
Aon
AON
+$6.3M

Sector Composition

1 Technology 28.23%
2 Industrials 13.34%
3 Consumer Discretionary 12.36%
4 Financials 12.3%
5 Communication Services 11.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
276
$25.8K 0.01%
1,087
277
$25.6K 0.01%
101
+39
278
$25.3K 0.01%
111
+47
279
$24.5K 0.01%
284
+109
280
$24.1K 0.01%
558
281
$23.8K 0.01%
75
-17
282
$23.8K 0.01%
245
283
$22.7K 0.01%
352
284
$22.6K 0.01%
+1,162
285
$21.9K ﹤0.01%
117
286
$21.8K ﹤0.01%
125
287
$21.6K ﹤0.01%
466
288
$21.1K ﹤0.01%
868
289
$20.6K ﹤0.01%
+812
290
$20.5K ﹤0.01%
468
291
$19.9K ﹤0.01%
130
292
$19.3K ﹤0.01%
357
293
$19.1K ﹤0.01%
373
294
$18.5K ﹤0.01%
79
295
$18.4K ﹤0.01%
189
296
$18.4K ﹤0.01%
549
+242
297
$17.7K ﹤0.01%
130
298
$17.6K ﹤0.01%
100
299
$17.4K ﹤0.01%
53
300
$16.7K ﹤0.01%
143