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
+$118K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
440
New
Increased
Reduced
Closed

Top Buys

1
+$9.48M
2
+$8.17M
3
+$8.15M
4
AVB icon
AvalonBay Communities
AVB
+$7.98M
5
CAT icon
Caterpillar
CAT
+$7.53M

Top Sells

1
+$12.5M
2
+$9.22M
3
+$9.14M
4
CTLT
CATALENT, INC.
CTLT
+$7.93M
5
LRCX icon
Lam Research
LRCX
+$7.87M

Sector Composition

1 Financials 20.84%
2 Technology 16.2%
3 Industrials 12.29%
4 Consumer Discretionary 10.68%
5 Communication Services 10.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$7.58K ﹤0.01%
+33
327
$7K ﹤0.01%
+18
328
$6.75K ﹤0.01%
+28
329
$6.67K ﹤0.01%
95
+45
330
$6.57K ﹤0.01%
+84
331
$6.55K ﹤0.01%
+50
332
$6.23K ﹤0.01%
+43
333
$5.91K ﹤0.01%
20
334
$5.8K ﹤0.01%
+20
335
$5.48K ﹤0.01%
11
336
$5.07K ﹤0.01%
33
-2,442
337
$4.87K ﹤0.01%
+32
338
$4.67K ﹤0.01%
22
339
$4.18K ﹤0.01%
+37
340
$4.14K ﹤0.01%
24
341
$3.87K ﹤0.01%
+81
342
$3.82K ﹤0.01%
6
343
$3.71K ﹤0.01%
+49
344
$3.65K ﹤0.01%
17
345
$3.61K ﹤0.01%
+16
346
$3.48K ﹤0.01%
87
347
$3.44K ﹤0.01%
6
348
$3.35K ﹤0.01%
45
349
$3.14K ﹤0.01%
26
-1,181
350
$2.93K ﹤0.01%
+69
12 13
14
15 16