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
+$118K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
440
New
Increased
Reduced
Closed

Top Buys

1
+$9.48M
2
+$8.17M
3
+$8.15M
4
AVB icon
AvalonBay Communities
AVB
+$7.98M
5
CAT icon
Caterpillar
CAT
+$7.53M

Top Sells

1
+$12.5M
2
+$9.22M
3
+$9.14M
4
CTLT
CATALENT, INC.
CTLT
+$7.93M
5
LRCX icon
Lam Research
LRCX
+$7.87M

Sector Composition

1 Financials 20.84%
2 Technology 16.2%
3 Industrials 12.29%
4 Consumer Discretionary 10.68%
5 Communication Services 10.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$19.3K ﹤0.01%
+135
302
$19K ﹤0.01%
48
303
$18.6K ﹤0.01%
46
304
$18.4K ﹤0.01%
50
305
$18.3K ﹤0.01%
53
306
$17.4K ﹤0.01%
100
307
$17K ﹤0.01%
499
308
$17K ﹤0.01%
63
309
$16.7K ﹤0.01%
+33
310
$16.1K ﹤0.01%
85
+67
311
$15.8K ﹤0.01%
141
312
$15.6K ﹤0.01%
29
+3
313
$15.4K ﹤0.01%
+122
314
$14.6K ﹤0.01%
1,000
315
$13.9K ﹤0.01%
121
316
$13.8K ﹤0.01%
+33
317
$13.3K ﹤0.01%
+66
318
$13.2K ﹤0.01%
+149
319
$12.6K ﹤0.01%
240
320
$12K ﹤0.01%
+41
321
$11.3K ﹤0.01%
+16
322
$10.1K ﹤0.01%
16
-1,965
323
$9.25K ﹤0.01%
+225
324
$8.18K ﹤0.01%
442
325
$7.64K ﹤0.01%
+43
11 12
13
14 15