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
$508M
AUM Growth
+$33.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
461
New
Increased
Reduced
Closed

Top Buys

1 +$9.75M
2 +$9.26M
3 +$9.06M
4
IBM icon
IBM
IBM
+$9.05M
5
USFD icon
US Foods
USFD
+$8.41M

Top Sells

1 +$9.92M
2 +$9.29M
3 +$8.64M
4
PNC icon
PNC Financial Services
PNC
+$8.15M
5
FITB icon
Fifth Third Bancorp
FITB
+$7.78M

Sector Composition

1 Financials 19.4%
2 Technology 16.5%
3 Communication Services 14.51%
4 Industrials 10.18%
5 Healthcare 8.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
PFGC icon
301
Performance Food Group
PFGC
$14.5B
$21.7K ﹤0.01%
248
ACM icon
302
Aecom
ACM
$13.7B
$21.6K ﹤0.01%
191
ITT icon
303
ITT
ITT
$14.1B
$21.2K ﹤0.01%
135
TPL icon
304
Texas Pacific Land
TPL
$21B
$21.1K ﹤0.01%
20
EWBC icon
305
East-West Bancorp
EWBC
$15B
$20.8K ﹤0.01%
206
DOCU icon
306
DocuSign
DOCU
$14.2B
$20.5K ﹤0.01%
263
NLY icon
307
Annaly Capital Management
NLY
$15.6B
$20.5K ﹤0.01%
1,088
RKLB icon
308
Rocket Lab Corp
RKLB
$23.9B
$20.4K ﹤0.01%
+571
R icon
309
Ryder
R
$7.21B
$19.6K ﹤0.01%
123
GME icon
310
GameStop
GME
$10.4B
$18.6K ﹤0.01%
761
CDW icon
311
CDW
CDW
$18.7B
$17.9K ﹤0.01%
100
CRS icon
312
Carpenter Technology
CRS
$15.5B
$17.7K ﹤0.01%
+64
CVNA icon
313
Carvana
CVNA
$55.9B
$17.5K ﹤0.01%
+52
RPM icon
314
RPM International
RPM
$13.6B
$17.2K ﹤0.01%
157
CRDO icon
315
Credo Technology Group
CRDO
$34.2B
$17.2K ﹤0.01%
+186
BWXT icon
316
BWX Technologies
BWXT
$16B
$17K ﹤0.01%
118
-27
INSM icon
317
Insmed
INSM
$44.1B
$16.7K ﹤0.01%
+166
LII icon
318
Lennox International
LII
$17.5B
$16.6K ﹤0.01%
29
DRS icon
319
Leonardo DRS
DRS
$8.99B
$16.5K ﹤0.01%
+355
COOP
320
DELISTED
Mr. Cooper
COOP
$16.4K ﹤0.01%
+110
NUE icon
321
Nucor
NUE
$37.7B
$16.2K ﹤0.01%
+125
MSTR icon
322
Strategy Inc
MSTR
$54.2B
$15.8K ﹤0.01%
+39
VNO icon
323
Vornado Realty Trust
VNO
$6.91B
$15.3K ﹤0.01%
400
DELL icon
324
Dell
DELL
$89.5B
$14.8K ﹤0.01%
121
APG icon
325
APi Group
APG
$16.1B
$14.7K ﹤0.01%
+432