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
+$118K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
440
New
Increased
Reduced
Closed

Top Buys

1
+$9.48M
2
+$8.17M
3
+$8.15M
4
AVB icon
AvalonBay Communities
AVB
+$7.98M
5
CAT icon
Caterpillar
CAT
+$7.53M

Top Sells

1
+$12.5M
2
+$9.22M
3
+$9.14M
4
CTLT
CATALENT, INC.
CTLT
+$7.93M
5
LRCX icon
Lam Research
LRCX
+$7.87M

Sector Composition

1 Financials 20.84%
2 Technology 16.2%
3 Industrials 12.29%
4 Consumer Discretionary 10.68%
5 Communication Services 10.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$22.6K ﹤0.01%
203
277
$22.3K ﹤0.01%
97
278
$22K ﹤0.01%
81
279
$21.6K ﹤0.01%
165
280
$21.1K ﹤0.01%
583
281
$21K ﹤0.01%
+248
282
$20.9K ﹤0.01%
232
283
$20.8K ﹤0.01%
125
-6
284
$20.8K ﹤0.01%
122
285
$20.5K ﹤0.01%
72
286
$20.4K ﹤0.01%
193
287
$20.4K ﹤0.01%
+191
288
$20.3K ﹤0.01%
+152
289
$20.3K ﹤0.01%
390
290
$20.3K ﹤0.01%
161
-8
291
$20.2K ﹤0.01%
425
292
$20K ﹤0.01%
+79
293
$19.7K ﹤0.01%
+206
294
$19.7K ﹤0.01%
495
295
$19.5K ﹤0.01%
358
-4,289
296
$19.4K ﹤0.01%
91
297
$19.4K ﹤0.01%
41
298
$19.4K ﹤0.01%
55
299
$19.4K ﹤0.01%
172
300
$19.3K ﹤0.01%
+157
10 11
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