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
$451M
AUM Growth
+$43.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
399
New
Increased
Reduced
Closed

Top Buys

1
+$8.45M
2
+$8.34M
3
+$7.93M
4
CPAY icon
Corpay
CPAY
+$7.67M
5
DLR icon
Digital Realty Trust
DLR
+$7.49M

Top Sells

1
+$8.1M
2
+$7.69M
3
+$6.75M
4
PG icon
Procter & Gamble
PG
+$6.5M
5
AON icon
Aon
AON
+$6.3M

Sector Composition

1 Technology 28.23%
2 Industrials 13.34%
3 Consumer Discretionary 12.36%
4 Financials 12.3%
5 Communication Services 11.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$15.9K ﹤0.01%
1,000
302
$15.9K ﹤0.01%
374
303
$15.7K ﹤0.01%
343
304
$15.4K ﹤0.01%
425
305
$14.9K ﹤0.01%
1,474
306
$14.7K ﹤0.01%
499
307
$14.3K ﹤0.01%
235
308
$14.2K ﹤0.01%
170
309
$13.8K ﹤0.01%
121
310
$12.5K ﹤0.01%
362
311
$12.3K ﹤0.01%
148
-67
312
$11.9K ﹤0.01%
90
+20
313
$11.9K ﹤0.01%
278
-70
314
$11.9K ﹤0.01%
240
-6,651
315
$11.9K ﹤0.01%
646
316
$11.3K ﹤0.01%
253
317
$11.2K ﹤0.01%
635
318
$10.5K ﹤0.01%
238
319
$10.4K ﹤0.01%
174
320
$9.16K ﹤0.01%
706
321
$8.62K ﹤0.01%
442
322
$6.5K ﹤0.01%
115
323
$5.62K ﹤0.01%
88
324
$3.85K ﹤0.01%
8
325
$3.65K ﹤0.01%
87
11 12
13
14 15