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
$353M
AUM Growth
-$25.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
396
New
Increased
Reduced
Closed

Top Buys

1
+$7.74M
2
+$7.01M
3
+$6.76M
4
SITE icon
SiteOne Landscape Supply
SITE
+$6.69M
5
SYK icon
Stryker
SYK
+$6.58M

Top Sells

1
+$8.97M
2
+$7.07M
3
+$6.9M
4
RTX icon
RTX Corp
RTX
+$6.69M
5
CAG icon
Conagra Brands
CAG
+$6.53M

Sector Composition

1 Technology 17.84%
2 Consumer Discretionary 14.91%
3 Healthcare 13.96%
4 Financials 12.6%
5 Communication Services 11.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$808K 0.23%
13,592
+34
52
$782K 0.22%
16,914
+111
53
$729K 0.21%
4,048
+40
54
$724K 0.2%
1,947
+3
55
$718K 0.2%
4,594
+1,277
56
$715K 0.2%
2,801
+694
57
$714K 0.2%
7,722
+12
58
$699K 0.2%
1,011
+9
59
$681K 0.19%
3,978
+2,064
60
$680K 0.19%
19,115
+1,151
61
$679K 0.19%
6,390
+96
62
$677K 0.19%
4,776
+48
63
$676K 0.19%
10,638
+2,406
64
$676K 0.19%
21,378
+1,318
65
$671K 0.19%
1,952
+18
66
$670K 0.19%
11,504
+711
67
$649K 0.18%
+12,008
68
$646K 0.18%
8,670
-345
69
$638K 0.18%
15,112
+962
70
$637K 0.18%
14,623
+764
71
$634K 0.18%
16,971
+23
72
$620K 0.18%
6,727
73
$617K 0.17%
243
-11
74
$616K 0.17%
18,567
-1,889
75
$616K 0.17%
6,124
+405
1 2
3
4 5