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
$505M
AUM Growth
-$11.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
435
New
Increased
Reduced
Closed

Top Buys

1 +$7.85M
2 +$7.63M
3 +$7.43M
4
VST icon
Vistra
VST
+$6.17M
5
EIS icon
iShares MSCI Israel ETF
EIS
+$1.3M

Top Sells

1 +$7.72M
2 +$7.33M
3 +$7.06M
4
ISRG icon
Intuitive Surgical
ISRG
+$6.48M
5
TSM icon
TSMC
TSM
+$1.8M

Sector Composition

1 Technology 22.04%
2 Financials 21.13%
3 Industrials 10.69%
4 Communication Services 10%
5 Healthcare 7.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
RMBS icon
326
Rambus
RMBS
$11.6B
$13K ﹤0.01%
+142
GH icon
327
Guardant Health
GH
$14.6B
$12.7K ﹤0.01%
+124
SPXC icon
328
SPX Corp
SPXC
$10.8B
$12.6K ﹤0.01%
+63
JOBY icon
329
Joby Aviation
JOBY
$14.1B
$12.2K ﹤0.01%
+926
DRS icon
330
Leonardo DRS
DRS
$11.3B
$12.1K ﹤0.01%
355
UBER icon
331
Uber
UBER
$176B
$11.8K ﹤0.01%
145
INTU icon
332
Intuit
INTU
$152B
$11.3K ﹤0.01%
17
AMGN icon
333
Amgen
AMGN
$178B
$11.1K ﹤0.01%
+34
LSCC icon
334
Lattice Semiconductor
LSCC
$11.4B
$11K ﹤0.01%
+150
ACM icon
335
Aecom
ACM
$12.9B
$10.8K ﹤0.01%
113
-78
BHF icon
336
Brighthouse Financial
BHF
$3.66B
$10.2K ﹤0.01%
+157
PWR icon
337
Quanta Services
PWR
$69.6B
$9.71K ﹤0.01%
+23
ASML icon
338
ASML
ASML
$527B
$9.63K ﹤0.01%
+9
HAS icon
339
Hasbro
HAS
$12.1B
$9.43K ﹤0.01%
115
SNOW icon
340
Snowflake
SNOW
$72B
$9.21K ﹤0.01%
+42
W icon
341
Wayfair
W
$15B
$9.04K ﹤0.01%
90
AVAV icon
342
AeroVironment
AVAV
$19.6B
$8.95K ﹤0.01%
+37
NET icon
343
Cloudflare
NET
$64.5B
$8.87K ﹤0.01%
+45
ANET icon
344
Arista Networks
ANET
$163B
$8.78K ﹤0.01%
+67
HIMS icon
345
Hims & Hers Health
HIMS
$7.14B
$8.64K ﹤0.01%
+266
MICC
346
The Magnum Ice Cream Company N.V.
MICC
$10.2B
$8.46K ﹤0.01%
+534
OKLO
347
Oklo
OKLO
$14.8B
$6.82K ﹤0.01%
+95
CORT icon
348
Corcept Therapeutics
CORT
$3.65B
$6.37K ﹤0.01%
183
ADSK icon
349
Autodesk
ADSK
$56.3B
$5.92K ﹤0.01%
20
SMR icon
350
NuScale Power
SMR
$5.71B
$5.14K ﹤0.01%
363