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
$498M
AUM Growth
+$3.37M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
195
New
Increased
Reduced
Closed

Top Buys

1
+$10.5M
2
+$10.4M
3
+$10.1M
4
TJX icon
TJX Companies
TJX
+$10M
5
META icon
Meta Platforms (Facebook)
META
+$10M

Top Sells

1
+$14.1M
2
+$9.82M
3
+$9.34M
4
VMW
VMware, Inc
VMW
+$8.89M
5
CAT icon
Caterpillar
CAT
+$8.17M

Sector Composition

1 Healthcare 25.29%
2 Technology 15.94%
3 Consumer Staples 13.38%
4 Industrials 10.06%
5 Real Estate 9.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$284K 0.06%
8,821
52
$276K 0.06%
4,007
53
$263K 0.05%
2,463
54
$252K 0.05%
20,672
55
$248K 0.05%
10,436
56
$247K 0.05%
6,985
57
$247K 0.05%
+5,500
58
$244K 0.05%
7,480
59
$241K 0.05%
7,046
60
$239K 0.05%
2,565
-260
61
$237K 0.05%
8,052
62
$236K 0.05%
5,516
63
$233K 0.05%
3,178
64
$233K 0.05%
17,388
65
$230K 0.05%
3,925
-400
66
$228K 0.05%
10,909
67
$225K 0.05%
12,201
68
$218K 0.04%
+4,805
69
$214K 0.04%
+4,240
70
$214K 0.04%
2,518
71
$211K 0.04%
+17,020
72
$209K 0.04%
23,457
73
$208K 0.04%
11,433
74
$204K 0.04%
3,355
75
$203K 0.04%
2,940
1 2
3
4 5