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
$451M
AUM Growth
+$43.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
399
New
Increased
Reduced
Closed

Top Buys

1
+$8.45M
2
+$8.34M
3
+$7.93M
4
CPAY icon
Corpay
CPAY
+$7.67M
5
DLR icon
Digital Realty Trust
DLR
+$7.49M

Top Sells

1
+$8.1M
2
+$7.69M
3
+$6.75M
4
PG icon
Procter & Gamble
PG
+$6.5M
5
AON icon
Aon
AON
+$6.3M

Sector Composition

1 Technology 28.23%
2 Industrials 13.34%
3 Consumer Discretionary 12.36%
4 Financials 12.3%
5 Communication Services 11.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$8.24M 1.83%
45,688
-463
27
$8.15M 1.81%
16,151
-254
28
$8.09M 1.79%
56,196
+51,966
29
$8.05M 1.78%
232,103
-2,575
30
$8.01M 1.77%
22,382
-1,249
31
$7.93M 1.76%
+44,740
32
$7.91M 1.75%
51,918
+218
33
$7.77M 1.72%
21,893
-110
34
$7.71M 1.71%
132,694
+124,957
35
$7.55M 1.67%
43,885
-306
36
$7.33M 1.62%
+193,897
37
$6.92M 1.53%
24,528
-196
38
$6.45M 1.43%
148,677
-1,295
39
$6.3M 1.4%
129,240
+6,337
40
$2.24M 0.5%
5,054
+4
41
$2.22M 0.49%
10,656
+3,397
42
$2.09M 0.46%
22,130
-161
43
$1.71M 0.38%
6,848
-253
44
$1.67M 0.37%
2,918
-226
45
$1.58M 0.35%
19,733
-27,007
46
$1.5M 0.33%
2,148
-172
47
$1.29M 0.29%
5,314
-420
48
$1.24M 0.28%
4,778
-136
49
$1.16M 0.26%
6,289
-574
50
$1.14M 0.25%
16,592
-169
1
2
3 4 5