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
$352M
AUM Growth
-$18.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
389
New
Increased
Reduced
Closed

Top Buys

1
+$6.62M
2
+$6.57M
3
+$6.43M
4
ELV icon
Elevance Health
ELV
+$6.34M
5
EIX icon
Edison International
EIX
+$6.32M

Top Sells

1
+$8.98M
2
+$8.74M
3
+$8.54M
4
JPM icon
JPMorgan Chase
JPM
+$5.65M
5
LEA icon
Lear
LEA
+$5.26M

Sector Composition

1 Financials 17.77%
2 Healthcare 14.81%
3 Energy 13.36%
4 Technology 12.51%
5 Real Estate 8.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$3K ﹤0.01%
90
327
$3K ﹤0.01%
123
328
$2K ﹤0.01%
217
329
$1K ﹤0.01%
500
330
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-562
331
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-67,134
332
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-584
333
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-31,100
334
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-655
335
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-4,683
336
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-7,658
337
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-7,056
338
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-363
339
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-4,181
340
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-954
341
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342
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-8,743
344
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345
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347
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-1,197
348
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349
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-2,508
350
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-9,158
12 13
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