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
$320M
AUM Growth
-$2.47M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
293
New
Increased
Reduced
Closed

Top Buys

1
+$6.9M
2
+$6.42M
3
+$5.99M
4
DD icon
DuPont de Nemours
DD
+$5.46M
5
CSX icon
CSX Corp
CSX
+$5.37M

Top Sells

1
+$7.1M
2
+$6.19M
3
+$5.7M
4
SPGI icon
S&P Global
SPGI
+$5.67M
5
SBAC icon
SBA Communications
SBAC
+$5.32M

Sector Composition

1 Technology 23.67%
2 Healthcare 16.4%
3 Industrials 13.14%
4 Financials 11.92%
5 Consumer Discretionary 7.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$730K 0.23%
3,998
+17
52
$708K 0.22%
2,151
-127
53
$680K 0.21%
1,687
-27
54
$662K 0.21%
33,657
+12,247
55
$653K 0.2%
9,098
-109
56
$651K 0.2%
2,939
-2
57
$647K 0.2%
5,182
-109
58
$618K 0.19%
2,511
+30
59
$612K 0.19%
7,801
-75
60
$594K 0.19%
12,075
+111
61
$592K 0.19%
1,093
-39
62
$583K 0.18%
11,655
-198
63
$576K 0.18%
5,855
+579
64
$551K 0.17%
3,839
-88
65
$536K 0.17%
2,922
-125
66
$534K 0.17%
4,571
-356
67
$517K 0.16%
20,513
-299
68
$517K 0.16%
15,177
+2,210
69
$515K 0.16%
18,952
+84
70
$511K 0.16%
4,449
-185
71
$511K 0.16%
1,547
-22
72
$502K 0.16%
4,108
-441
73
$485K 0.15%
3,541
-53
74
$476K 0.15%
1,494
-44
75
$473K 0.15%
10,895
-166
1 2
3
4 5