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
+$16M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
408
New
Increased
Reduced
Closed

Top Buys

1 +$8.38M
2 +$8.14M
3 +$7.7M
4
EQR icon
Equity Residential
EQR
+$7.68M
5
NEE icon
NextEra Energy
NEE
+$7.58M

Top Sells

1 +$10.9M
2 +$9.96M
3 +$9.04M
4
SHOP icon
Shopify
SHOP
+$7.95M
5
ABNB icon
Airbnb
ABNB
+$7.59M

Sector Composition

1 Financials 19.97%
2 Technology 19.69%
3 Industrials 11.24%
4 Consumer Discretionary 9.48%
5 Communication Services 9.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
276
$21.7K ﹤0.01%
390
277
$21.5K ﹤0.01%
122
278
$21.5K ﹤0.01%
81
279
$21.5K ﹤0.01%
415
280
$20.7K ﹤0.01%
132
281
$20.7K ﹤0.01%
+337
282
$20.6K ﹤0.01%
583
-10,637
283
$20.5K ﹤0.01%
306
-22
284
$20.3K ﹤0.01%
+23
285
$20.2K ﹤0.01%
41
286
$19.8K ﹤0.01%
91
+15
287
$19.7K ﹤0.01%
+55
288
$19.6K ﹤0.01%
141
289
$19.5K ﹤0.01%
126
+12
290
$19K ﹤0.01%
+72
291
$18.7K ﹤0.01%
+232
292
$18.2K ﹤0.01%
63
293
$18K ﹤0.01%
+48
294
$18K ﹤0.01%
54
295
$17.9K ﹤0.01%
53
296
$17.7K ﹤0.01%
+165
297
$17.7K ﹤0.01%
100
298
$17.3K ﹤0.01%
+344
299
$17.2K ﹤0.01%
425
300
$16.6K ﹤0.01%
499