CIM
Contravisory Investment Management Portfolio holdings
AUM
$505M
1-Year Est. Return
22.57%
1 Year Est. Return
+22.57%
AUM
$505M
AUM Growth
-$11.7M
(-2.3%)
Holding
435
Top Buys
| 1 | +$7.85M | |
| 2 | +$7.63M | |
| 3 | +$7.43M | |
| 4 |
Vistra
VST
|
+$6.17M |
| 5 |
iShares MSCI Israel ETF
EIS
|
+$1.3M |
Top Sells
| 1 | +$7.72M | |
| 2 | +$7.33M | |
| 3 | +$7.06M | |
| 4 |
Intuitive Surgical
ISRG
|
+$6.48M |
| 5 |
TSMC
TSM
|
+$1.8M |
Sector Composition
| 1 | Technology | 22.04% |
| 2 | Financials | 21.13% |
| 3 | Industrials | 10.69% |
| 4 | Communication Services | 10% |
| 5 | Healthcare | 7.39% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
26
Costco
COST
$428B
| $8.88M | 1.76% |
10,302
-285
|
|
||
27
Cisco
CSCO
$297B
| $8.82M | 1.75% |
114,540
-2,813
|
|
||
28
Palantir
PLTR
$407B
| $8.59M | 1.7% |
48,310
+44,171
|
|
||
29
GE Aerospace
GE
$343B
| $8.52M | 1.69% |
27,668
+24,785
|
|
||
30
Walmart Inc
WMT
$954B
| $8.49M | 1.68% |
76,215
-2,077
|
|
||
31
CMS Energy
CMS
$21.8B
| $8.13M | 1.61% |
116,253
-10,039
|
|
||
32
Microsoft
MSFT
$3.42T
| $7.9M | 1.56% |
16,327
+878
|
|
||
33
US Foods
USFD
$19.1B
| $7.74M | 1.53% |
102,707
-2,731
|
|
||
34
Merck
MRK
$270B
| $7.46M | 1.48% |
70,913
+70,550
|
|
||
35
Xcel Energy
XEL
$44.7B
| $7.27M | 1.44% |
98,431
-2,984
|
|
||
36
Stryker
SYK
$139B
| $7.03M | 1.39% |
19,999
-683
|
|
||
37
Chevron
CVX
$332B
| $6.46M | 1.28% |
42,402
-2,732
|
|
||
|
38
Vistra
VST
$56.4B
| $6.2M | 1.23% |
38,443
+38,238
|
|
||
39
Automatic Data Processing
ADP
$105B
| $5.43M | 1.08% |
21,100
-4,004
|
|
||
40
Eli Lilly
LLY
$929B
| $3.37M | 0.67% |
3,140
+106
|
|
||
41
State Street Financial Select Sector SPDR ETF
XLF
$53.6B
| $1.9M | 0.38% |
34,664
-2,187
|
|
||
42
State Street Technology Select Sector SPDR ETF
XLK
$93.6B
| $1.78M | 0.35% |
12,343
-1,523
|
|
||
43
Cencora
COR
$68.8B
| $1.77M | 0.35% |
5,244
-225
|
|
||
44
State Street Communication Services Select Sector SPDR ETF
XLC
$26.4B
| $1.52M | 0.3% |
12,888
-1,523
|
|
||
45
State Street Energy Select Sector SPDR ETF
XLE
$28.7B
| $1.43M | 0.28% |
32,089
-4,543
|
|
||
46
Ralph Lauren
RL
$22B
| $1.38M | 0.27% |
3,912
-157
|
|
||
47
iShares MSCI Italy ETF
EWI
$708M
| $1.31M | 0.26% |
24,104
-1,043
|
|
||
48
Ecolab
ECL
$78.5B
| $1.3M | 0.26% |
4,945
-196
|
|
||
|
49
iShares MSCI Israel ETF
EIS
$691M
| $1.3M | 0.26% |
+11,777
|
|
||
50
Invesco
IVZ
$13.1B
| $1.29M | 0.26% |
49,142
+45,260
|
|