CIM
Contravisory Investment Management Portfolio holdings
AUM
$488M
1-Year Est. Return
26.54%
This Fund
S&P 500
1 Year Est. Return
+26.54%
AUM
$488M
AUM Growth
-$16.7M
(-3.3%)
Holding
436
Top Buys
| 1 | +$9.18M | |
| 2 | +$8.61M | |
| 3 | +$8.4M | |
| 4 |
Cencora
COR
|
+$8.27M |
| 5 |
Biogen
BIIB
|
+$8.23M |
Top Sells
| 1 | +$11.8M | |
| 2 | +$10.4M | |
| 3 | +$10.1M | |
| 4 |
Constellation Energy
CEG
|
+$9.01M |
| 5 |
Costco
COST
|
+$8.88M |
Sector Composition
| 1 | Technology | 20.56% |
| 2 | Financials | 18.66% |
| 3 | Industrials | 11.39% |
| 4 | Healthcare | 11.19% |
| 5 | Energy | 7.87% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
426
Boston Scientific
BSX
$90.6B
| – | – |
-6,268
|
|
||
427
Bristol-Myers Squibb
BMY
$123B
| – | – |
-448
|
|
||
428
Boeing
BA
$177B
| – | – |
-61
|
|
||
429
AutoZone
AZO
$58.9B
| – | – |
-260
|
|
||
430
Axon Enterprise
AXON
$32.5B
| – | – |
-453
|
|
||
431
Agios Pharmaceuticals
AGIO
$2.06B
| – | – |
-6,189
|
|
||
432
iShares Core US Aggregate Bond ETF
AGG
$136B
| – | – |
-1,290
|
|
||
433
Aegon
AEG
$12.2B
| – | – |
-40,064
|
|
||
434
Autodesk
ADSK
$51.8B
| – | – |
-20
|
|
||
435
Automatic Data Processing
ADP
$80.7B
| – | – |
-21,100
|
|
||
436
Aecom
ACM
$11.2B
| – | – |
-113
|
|