CIM
Contravisory Investment Management Portfolio holdings
AUM
$508M
This Quarter Return
+3.07%
1 Year Return
+23.42%
3 Year Return
+97.74%
5 Year Return
+193.46%
10 Year Return
+427.78%
AUM
$452M
AUM Growth
+$452M
(+0.03%)
Cap. Flow
+$6.15M
Cap. Flow
% of AUM
1.36%
Top 10 Holdings %
Top 10 Hldgs %
25.5%
Holding
392
New
47
Increased
72
Reduced
166
Closed
46
Top Buys
| 1 |
Costco
COST
|
$8.72M |
| 2 |
Meta Platforms (Facebook)
META
|
$7.55M |
| 3 |
Fifth Third Bancorp
FITB
|
$7.42M |
| 4 |
PNC Financial Services
PNC
|
$7.36M |
| 5 |
Zebra Technologies
ZBRA
|
$626K |
Top Sells
| 1 |
Adobe
ADBE
|
$8.15M |
| 2 |
Comcast
CMCSA
|
$6.45M |
| 3 |
McDonald's
MCD
|
$6.15M |
| 4 |
Zillow
Z
|
$5.99M |
| 5 |
Invesco QQQ Trust
QQQ
|
$2.24M |
Sector Composition
| 1 | Technology | 26.47% |
| 2 | Financials | 15.48% |
| 3 | Industrials | 12.49% |
| 4 | Communication Services | 11.51% |
| 5 | Consumer Discretionary | 10.68% |
