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
$339M
AUM Growth
+$19.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
303
New
Increased
Reduced
Closed

Top Buys

1
+$6.95M
2
+$6.75M
3
+$6.14M
4
RTX icon
RTX Corp
RTX
+$5.62M
5
TRV icon
Travelers Companies
TRV
+$5.58M

Top Sells

1
+$11.2M
2
+$7.92M
3
+$6.25M
4
ADSK icon
Autodesk
ADSK
+$6.25M
5
NKE icon
Nike
NKE
+$6.1M

Sector Composition

1 Technology 16.67%
2 Industrials 16.22%
3 Financials 16.11%
4 Healthcare 12.36%
5 Consumer Discretionary 8.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$824K 0.24%
4,211
+213
52
$763K 0.23%
2,802
+291
53
$747K 0.22%
20,128
+11,841
54
$744K 0.22%
2,697
-40,682
55
$732K 0.22%
5,225
+43
56
$722K 0.21%
38,692
+5,035
57
$715K 0.21%
1,170
+77
58
$710K 0.21%
3,177
+238
59
$709K 0.21%
2,224
+73
60
$694K 0.2%
18,924
+3,747
61
$693K 0.2%
11,820
-255
62
$669K 0.2%
9,372
+274
63
$666K 0.2%
11,441
-214
64
$611K 0.18%
18,528
-424
65
$611K 0.18%
20,946
-627
66
$609K 0.18%
5,951
+96
67
$583K 0.17%
3,773
-66
68
$563K 0.17%
4,108
69
$552K 0.16%
7,663
+1,107
70
$551K 0.16%
4,344
+508
71
$546K 0.16%
2,850
-72
72
$546K 0.16%
11,537
+1,583
73
$540K 0.16%
6,753
+1,205
74
$539K 0.16%
20,166
-347
75
$538K 0.16%
35,099
+15,480
1 2
3
4 5