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
351
$2.91K ﹤0.01%
12
352
$2.79K ﹤0.01%
+143
353
$2.75K ﹤0.01%
+31
354
$2.62K ﹤0.01%
25
355
$2.46K ﹤0.01%
+15
356
$2.17K ﹤0.01%
5
357
$2.03K ﹤0.01%
60
358
$1.78K ﹤0.01%
+36
359
$1.74K ﹤0.01%
+15
360
$1.71K ﹤0.01%
16
361
$1.69K ﹤0.01%
+16
362
$1.52K ﹤0.01%
+16
363
$1.51K ﹤0.01%
+17
364
$1.47K ﹤0.01%
+40
365
$1.43K ﹤0.01%
+23
366
$1.38K ﹤0.01%
+5
367
$1.27K ﹤0.01%
25
368
$1.12K ﹤0.01%
+11
369
$1.08K ﹤0.01%
+3
370
$1.08K ﹤0.01%
+14
371
$1.03K ﹤0.01%
+27
372
$1.01K ﹤0.01%
+7
373
$1K ﹤0.01%
+9
374
$979 ﹤0.01%
+30
375
$935 ﹤0.01%
30
13 14
15
16 17