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
$352M
AUM Growth
-$18.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
389
New
Increased
Reduced
Closed

Top Buys

1
+$6.62M
2
+$6.57M
3
+$6.43M
4
ELV icon
Elevance Health
ELV
+$6.34M
5
EIX icon
Edison International
EIX
+$6.32M

Top Sells

1
+$8.98M
2
+$8.74M
3
+$8.54M
4
JPM icon
JPMorgan Chase
JPM
+$5.65M
5
LEA icon
Lear
LEA
+$5.26M

Sector Composition

1 Financials 17.77%
2 Healthcare 14.81%
3 Energy 13.36%
4 Technology 12.51%
5 Real Estate 8.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$5K ﹤0.01%
+62
302
$5K ﹤0.01%
+50
303
$5K ﹤0.01%
+180
304
$5K ﹤0.01%
+657
305
$5K ﹤0.01%
+58
306
$5K ﹤0.01%
+48
307
$5K ﹤0.01%
+162
308
$5K ﹤0.01%
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309
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310
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311
$5K ﹤0.01%
+141
312
$5K ﹤0.01%
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314
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+164
315
$5K ﹤0.01%
+154
316
$5K ﹤0.01%
+382
317
$5K ﹤0.01%
11
318
$5K ﹤0.01%
+308
319
$5K ﹤0.01%
+117
320
$5K ﹤0.01%
161
-5,314
321
$5K ﹤0.01%
+57
322
$4K ﹤0.01%
11
323
$4K ﹤0.01%
17
324
$4K ﹤0.01%
17
325
$4K ﹤0.01%
+139
11 12
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14 15