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
$451M
AUM Growth
+$43.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
399
New
Increased
Reduced
Closed

Top Buys

1
+$8.45M
2
+$8.34M
3
+$7.93M
4
CPAY icon
Corpay
CPAY
+$7.67M
5
DLR icon
Digital Realty Trust
DLR
+$7.49M

Top Sells

1
+$8.1M
2
+$7.69M
3
+$6.75M
4
PG icon
Procter & Gamble
PG
+$6.5M
5
AON icon
Aon
AON
+$6.3M

Sector Composition

1 Technology 28.23%
2 Industrials 13.34%
3 Consumer Discretionary 12.36%
4 Financials 12.3%
5 Communication Services 11.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$3.59K ﹤0.01%
284
327
$3.43K ﹤0.01%
17
328
$3.33K ﹤0.01%
6
329
$3.15K ﹤0.01%
24
330
$2.93K ﹤0.01%
45
-5
331
$2.84K ﹤0.01%
20
332
$2.81K ﹤0.01%
142
333
$2.76K ﹤0.01%
22
334
$2.72K ﹤0.01%
18
335
$2.66K ﹤0.01%
+25
336
$2.61K ﹤0.01%
5
337
$2.23K ﹤0.01%
60
338
$2.13K ﹤0.01%
+5
339
$1.74K ﹤0.01%
16
340
$1.28K ﹤0.01%
25
341
$1.16K ﹤0.01%
30
342
$646 ﹤0.01%
74
343
$430 ﹤0.01%
4
344
$284 ﹤0.01%
3
345
$80 ﹤0.01%
9
346
– –
-39,800
347
– –
-89
348
– –
-190
349
– –
-37,070
350
– –
-76
12 13
14
15 16