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
$508M
AUM Growth
+$33.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
461
New
Increased
Reduced
Closed

Top Buys

1 +$9.75M
2 +$9.26M
3 +$9.06M
4
IBM icon
IBM
IBM
+$9.05M
5
USFD icon
US Foods
USFD
+$8.41M

Top Sells

1 +$9.92M
2 +$9.29M
3 +$8.64M
4
PNC icon
PNC Financial Services
PNC
+$8.15M
5
FITB icon
Fifth Third Bancorp
FITB
+$7.78M

Sector Composition

1 Financials 19.4%
2 Technology 16.5%
3 Communication Services 14.51%
4 Industrials 10.18%
5 Healthcare 8.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
CRWD icon
276
CrowdStrike
CRWD
$130B
$54.5K 0.01%
107
MRK icon
277
Merck
MRK
$255B
$54.1K 0.01%
683
-400
SGOV icon
278
iShares 0-3 Month Treasury Bond ETF
SGOV
$64.4B
$52.7K 0.01%
523
VST icon
279
Vistra
VST
$58.3B
$39.7K 0.01%
205
VCTR icon
280
Victory Capital Holdings
VCTR
$4.06B
$39.4K 0.01%
619
DIS icon
281
Walt Disney
DIS
$189B
$37.2K 0.01%
300
KEY icon
282
KeyCorp
KEY
$20.4B
$35.4K 0.01%
2,033
-47,069
CFG icon
283
Citizens Financial Group
CFG
$23.9B
$34.5K 0.01%
772
-18,984
CW icon
284
Curtiss-Wright
CW
$19.7B
$33.2K 0.01%
68
-7
IVZ icon
285
Invesco
IVZ
$10.9B
$33.2K 0.01%
2,103
-44,692
IBKR icon
286
Interactive Brokers
IBKR
$28.9B
$31.3K 0.01%
564
HIFS icon
287
Hingham Institution for Saving
HIFS
$659M
$31K 0.01%
125
DUOL icon
288
Duolingo
DUOL
$8.48B
$30.3K 0.01%
74
-6
FLEX icon
289
Flex
FLEX
$21.8B
$30K 0.01%
601
CRF
290
Cornerstone Total Return Fund
CRF
$1.23B
$28.6K 0.01%
3,685
-74
GWRE icon
291
Guidewire Software
GWRE
$18.4B
$27.1K 0.01%
115
DTM icon
292
DT Midstream
DTM
$12.2B
$26.4K 0.01%
240
EQH icon
293
Equitable Holdings
EQH
$13B
$26.4K 0.01%
470
RBA icon
294
RB Global
RBA
$18.2B
$24.6K ﹤0.01%
232
CASY icon
295
Casey's General Stores
CASY
$20.7B
$24.5K ﹤0.01%
48
FHN icon
296
First Horizon
FHN
$11.2B
$24.4K ﹤0.01%
1,149
JCPB icon
297
JPMorgan Core Plus Bond ETF
JCPB
$8.72B
$23K ﹤0.01%
489
ORI icon
298
Old Republic International
ORI
$10.9B
$22.4K ﹤0.01%
583
PRI icon
299
Primerica
PRI
$8.1B
$22.2K ﹤0.01%
81
VOO icon
300
Vanguard S&P 500 ETF
VOO
$803B
$22.2K ﹤0.01%
39
+10