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
$352M
AUM Growth
-$18.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
389
New
Increased
Reduced
Closed

Top Buys

1
+$6.62M
2
+$6.57M
3
+$6.43M
4
ELV icon
Elevance Health
ELV
+$6.34M
5
EIX icon
Edison International
EIX
+$6.32M

Top Sells

1
+$8.98M
2
+$8.74M
3
+$8.54M
4
JPM icon
JPMorgan Chase
JPM
+$5.65M
5
LEA icon
Lear
LEA
+$5.26M

Sector Composition

1 Financials 17.77%
2 Healthcare 14.81%
3 Energy 13.36%
4 Technology 12.51%
5 Real Estate 8.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$886K 0.25%
5,074
-530
52
$848K 0.24%
20,527
-2,834
53
$836K 0.24%
3,070
-490
54
$835K 0.24%
21,801
-3,065
55
$822K 0.23%
6,989
-601
56
$815K 0.23%
2,226
-196
57
$740K 0.21%
20,868
-1,851
58
$738K 0.21%
4,227
-455
59
$735K 0.21%
29,274
-868
60
$712K 0.2%
2,851
-169
61
$688K 0.2%
11,583
-1,458
62
$677K 0.19%
18,230
-2,511
63
$674K 0.19%
11,606
-941
64
$665K 0.19%
12,010
-1,528
65
$641K 0.18%
8,392
+136
66
$620K 0.18%
4,152
+36
67
$610K 0.17%
2,524
-305
68
$606K 0.17%
24,547
-3,319
69
$592K 0.17%
80,870
-4,479
70
$586K 0.17%
18,680
-2,248
71
$580K 0.16%
4,405
+817
72
$577K 0.16%
3,650
-84
73
$574K 0.16%
3,366
+95
74
$555K 0.16%
4,051
75
$555K 0.16%
7,773
-1,040
1 2
3
4 5