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
+$16M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
408
New
Increased
Reduced
Closed

Top Buys

1
+$8.38M
2
+$8.14M
3
+$7.7M
4
EQR icon
Equity Residential
EQR
+$7.68M
5
NEE icon
NextEra Energy
NEE
+$7.58M

Top Sells

1
+$10.9M
2
+$9.96M
3
+$9.04M
4
SHOP icon
Shopify
SHOP
+$7.95M
5
ABNB icon
Airbnb
ABNB
+$7.59M

Sector Composition

1 Financials 19.97%
2 Technology 19.69%
3 Industrials 11.24%
4 Consumer Discretionary 9.48%
5 Communication Services 9.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$3.33K ﹤0.01%
4
327
$3.01K ﹤0.01%
+29
328
$2.98K ﹤0.01%
18
329
$2.97K ﹤0.01%
+6
330
$2.92K ﹤0.01%
+12
331
$2.83K ﹤0.01%
+50
332
$2.62K ﹤0.01%
25
333
$2.18K ﹤0.01%
60
334
$2.14K ﹤0.01%
+12
335
$1.95K ﹤0.01%
5
336
$1.81K ﹤0.01%
16
337
$1.28K ﹤0.01%
25
338
$910 ﹤0.01%
30
339
$611 ﹤0.01%
74
340
$435 ﹤0.01%
4
341
$294 ﹤0.01%
3
342
$282 ﹤0.01%
4
343
$90 ﹤0.01%
9
344
– –
-50,058
345
– –
-2,696
346
– –
-111
347
– –
-2,947
348
– –
-343
349
– –
-188
350
– –
-6,938
12 13
14
15 16