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
+$16M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
408
New
Increased
Reduced
Closed

Top Buys

1
+$8.38M
2
+$8.14M
3
+$7.7M
4
EQR icon
Equity Residential
EQR
+$7.68M
5
NEE icon
NextEra Energy
NEE
+$7.58M

Top Sells

1
+$10.9M
2
+$9.96M
3
+$9.04M
4
SHOP icon
Shopify
SHOP
+$7.95M
5
ABNB icon
Airbnb
ABNB
+$7.59M

Sector Composition

1 Financials 19.97%
2 Technology 19.69%
3 Industrials 11.24%
4 Consumer Discretionary 9.48%
5 Communication Services 9.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$16K ﹤0.01%
+450
302
$15.3K ﹤0.01%
133
+16
303
$15.2K ﹤0.01%
1,000
304
$14.3K ﹤0.01%
121
305
$13.7K ﹤0.01%
26
+18
306
$13.3K ﹤0.01%
320
+30
307
$13K ﹤0.01%
240
308
$11.4K ﹤0.01%
174
309
$9.09K ﹤0.01%
442
310
$8.94K ﹤0.01%
10
+4
311
$5.68K ﹤0.01%
11
+6
312
$5.51K ﹤0.01%
20
313
$5.06K ﹤0.01%
+22
314
$4.89K ﹤0.01%
+471
315
$4.6K ﹤0.01%
40
316
$4.32K ﹤0.01%
+18
317
$4.05K ﹤0.01%
142
318
$3.92K ﹤0.01%
51
319
$3.91K ﹤0.01%
87
320
$3.85K ﹤0.01%
284
321
$3.79K ﹤0.01%
6
322
$3.67K ﹤0.01%
24
323
$3.42K ﹤0.01%
20
324
$3.37K ﹤0.01%
17
325
$3.36K ﹤0.01%
45
11 12
13
14 15