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
$451M
AUM Growth
+$43.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
399
New
Increased
Reduced
Closed

Top Buys

1
+$8.45M
2
+$8.34M
3
+$7.93M
4
CPAY icon
Corpay
CPAY
+$7.67M
5
DLR icon
Digital Realty Trust
DLR
+$7.49M

Top Sells

1
+$8.1M
2
+$7.69M
3
+$6.75M
4
PG icon
Procter & Gamble
PG
+$6.5M
5
AON icon
Aon
AON
+$6.3M

Sector Composition

1 Technology 28.23%
2 Industrials 13.34%
3 Consumer Discretionary 12.36%
4 Financials 12.3%
5 Communication Services 11.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.11M 0.25%
9,201
-115
52
$1.09M 0.24%
13,349
+1,127
53
$1.05M 0.23%
13,098
-442
54
$1.03M 0.23%
1,011
+4
55
$922K 0.2%
6,330
-20
56
$919K 0.2%
3,982
+1,849
57
$916K 0.2%
6,590
-82
58
$913K 0.2%
6,136
+23
59
$900K 0.2%
1,888
-37
60
$891K 0.2%
4,714
-56
61
$851K 0.19%
12,268
-467
62
$844K 0.19%
8,888
-64
63
$843K 0.19%
+22,356
64
$829K 0.18%
4,513
-42
65
$827K 0.18%
6,569
+3,054
66
$812K 0.18%
11,710
-447
67
$810K 0.18%
5,871
+34
68
$804K 0.18%
19,422
-808
69
$794K 0.18%
1,294
-12
70
$792K 0.18%
15,508
-547
71
$791K 0.18%
+33,543
72
$779K 0.17%
16,843
-129
73
$776K 0.17%
6,352
-186
74
$774K 0.17%
6,913
+77
75
$762K 0.17%
11,668
+7,758
1 2
3
4 5