CIM

Contravisory Investment Management Portfolio holdings

AUM $505M
1-Year Est. Return 22.57%
This Quarter Est. Return
1 Year Est. Return
+22.57%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$505M
AUM Growth
-$11.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
435
New
Increased
Reduced
Closed

Top Buys

1 +$7.85M
2 +$7.63M
3 +$7.43M
4
VST icon
Vistra
VST
+$6.17M
5
EIS icon
iShares MSCI Israel ETF
EIS
+$1.3M

Top Sells

1 +$7.72M
2 +$7.33M
3 +$7.06M
4
ISRG icon
Intuitive Surgical
ISRG
+$6.48M
5
TSM icon
TSMC
TSM
+$1.8M

Sector Composition

1 Technology 22.04%
2 Financials 21.13%
3 Industrials 10.69%
4 Communication Services 10%
5 Healthcare 7.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
PRI icon
301
Primerica
PRI
$8.49B
$20.9K ﹤0.01%
81
FIX icon
302
Comfort Systems
FIX
$39.5B
$20.5K ﹤0.01%
22
-4
BWXT icon
303
BWX Technologies
BWXT
$19.9B
$20.4K ﹤0.01%
118
CRS icon
304
Carpenter Technology
CRS
$16.7B
$20.1K ﹤0.01%
64
FN icon
305
Fabrinet
FN
$17.7B
$20K ﹤0.01%
44
CRDO icon
306
Credo Technology Group
CRDO
$27.3B
$19.9K ﹤0.01%
138
-24
FTAI icon
307
FTAI Aviation
FTAI
$28.1B
$19.3K ﹤0.01%
98
NEE icon
308
NextEra Energy
NEE
$174B
$18.1K ﹤0.01%
226
+138
MTSI icon
309
MACOM Technology Solutions
MTSI
$16.5B
$17.5K ﹤0.01%
102
C icon
310
Citigroup
C
$206B
$16.1K ﹤0.01%
138
-8
ENSG icon
311
The Ensign Group
ENSG
$10.5B
$15.9K ﹤0.01%
91
PH icon
312
Parker-Hannifin
PH
$119B
$15.8K ﹤0.01%
18
DELL icon
313
Dell
DELL
$79.9B
$15.2K ﹤0.01%
121
APP icon
314
Applovin
APP
$192B
$14.8K ﹤0.01%
+22
ASTS icon
315
AST SpaceMobile
ASTS
$32.2B
$14.7K ﹤0.01%
+202
TJX icon
316
TJX Companies
TJX
$175B
$14.4K ﹤0.01%
94
SCHF icon
317
Schwab International Equity ETF
SCHF
$57.8B
$14.4K ﹤0.01%
600
+128
WSM icon
318
Williams-Sonoma
WSM
$25.3B
$13.9K ﹤0.01%
78
EWBC icon
319
East-West Bancorp
EWBC
$15.9B
$13.7K ﹤0.01%
122
-84
IONQ icon
320
IonQ
IONQ
$18B
$13.7K ﹤0.01%
305
-54
CDW icon
321
CDW
CDW
$17.2B
$13.6K ﹤0.01%
100
MDGL icon
322
Madrigal Pharmaceuticals
MDGL
$11.4B
$13.4K ﹤0.01%
+23
TMO icon
323
Thermo Fisher Scientific
TMO
$232B
$13.3K ﹤0.01%
+23
BA icon
324
Boeing
BA
$194B
$13.2K ﹤0.01%
+61
PFGC icon
325
Performance Food Group
PFGC
$15.3B
$13.2K ﹤0.01%
147
-101