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
$506M
AUM Growth
-$3.29M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
204
New
Increased
Reduced
Closed

Top Buys

1
+$12.7M
2
+$11.5M
3
+$11.4M
4
BP icon
BP
BP
+$11.4M
5
MMM icon
3M
MMM
+$11.2M

Top Sells

1
+$13.8M
2
+$12.4M
3
+$11.3M
4
TT icon
Trane Technologies
TT
+$10.8M
5
C icon
Citigroup
C
+$10.7M

Sector Composition

1 Healthcare 19.03%
2 Technology 13.94%
3 Industrials 12.88%
4 Financials 11.74%
5 Energy 10.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$417K 0.08%
4,760
52
$355K 0.07%
5,565
-250
53
$331K 0.07%
+3,190
54
$286K 0.06%
19,860
-600
55
$281K 0.06%
3,405
+540
56
$270K 0.05%
5,875
-230
57
$268K 0.05%
14,200
58
$263K 0.05%
3,606
-165
59
$258K 0.05%
5,775
+1,525
60
$256K 0.05%
+16,748
61
$251K 0.05%
7,908
62
$250K 0.05%
34,880
63
$247K 0.05%
15,720
64
$239K 0.05%
25,552
65
$236K 0.05%
+7,046
66
$232K 0.05%
2,463
+135
67
$232K 0.05%
7,395
68
$226K 0.04%
+20,675
69
$226K 0.04%
11,840
+730
70
$225K 0.04%
+10,909
71
$224K 0.04%
+31,290
72
$223K 0.04%
13,478
73
$222K 0.04%
10,665
+760
74
$220K 0.04%
+4,987
75
$218K 0.04%
+17,388
1 2
3
4 5