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
$352M
AUM Growth
-$18.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
389
New
Increased
Reduced
Closed

Top Buys

1
+$6.62M
2
+$6.57M
3
+$6.43M
4
ELV icon
Elevance Health
ELV
+$6.34M
5
EIX icon
Edison International
EIX
+$6.32M

Top Sells

1
+$8.98M
2
+$8.74M
3
+$8.54M
4
JPM icon
JPMorgan Chase
JPM
+$5.65M
5
LEA icon
Lear
LEA
+$5.26M

Sector Composition

1 Financials 17.77%
2 Healthcare 14.81%
3 Energy 13.36%
4 Technology 12.51%
5 Real Estate 8.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$6.16M 1.75%
+105,522
27
$6.06M 1.72%
45,859
-731
28
$5.95M 1.69%
21,249
+37
29
$5.93M 1.68%
23,883
-258
30
$5.65M 1.6%
14,187
-27
31
$5.59M 1.59%
97,467
-1,975
32
$5.57M 1.58%
381,186
+8,125
33
$5.19M 1.47%
+42,156
34
$5.11M 1.45%
69,437
+628
35
$5.02M 1.42%
26,213
+493
36
$5M 1.42%
44,666
-56
37
$4.84M 1.37%
58,316
+3,695
38
$4.7M 1.33%
53,794
-423
39
$4.35M 1.23%
33,047
-132
40
$3.15M 0.89%
7,581
+193
41
$1.21M 0.34%
3,635
-352
42
$1.21M 0.34%
20,416
-530
43
$1.12M 0.32%
2,231
-193
44
$986K 0.28%
+2,405
45
$973K 0.28%
31,741
-5,534
46
$967K 0.27%
6,085
-1,289
47
$957K 0.27%
9,282
-1,570
48
$954K 0.27%
4,314
-161
49
$944K 0.27%
12,831
-2,119
50
$891K 0.25%
13,405
-253
1
2
3 4 5