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
$468M
AUM Growth
+$16M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
408
New
Increased
Reduced
Closed

Top Buys

1
+$8.38M
2
+$8.14M
3
+$7.7M
4
EQR icon
Equity Residential
EQR
+$7.68M
5
NEE icon
NextEra Energy
NEE
+$7.58M

Top Sells

1
+$10.9M
2
+$9.96M
3
+$9.04M
4
SHOP icon
Shopify
SHOP
+$7.95M
5
ABNB icon
Airbnb
ABNB
+$7.59M

Sector Composition

1 Financials 19.97%
2 Technology 19.69%
3 Industrials 11.24%
4 Consumer Discretionary 9.48%
5 Communication Services 9.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.13M 0.24%
6,221
-20
52
$1.11M 0.24%
4,087
-23,183
53
$1.08M 0.23%
6,162
+144
54
$1.07M 0.23%
1,026
-4
55
$1.04M 0.22%
22,658
+9,686
56
$1.02M 0.22%
3,983
-8
57
$1.01M 0.22%
5,693
-488
58
$993K 0.21%
1,960
+99
59
$990K 0.21%
6,687
-133
60
$985K 0.21%
6,009
+218
61
$970K 0.21%
10,104
-308
62
$955K 0.2%
4,768
-1,492
63
$923K 0.2%
475
-9
64
$915K 0.2%
23,491
+216
65
$912K 0.2%
9,296
+419
66
$906K 0.19%
17,921
+1,340
67
$898K 0.19%
5,590
+2
68
$888K 0.19%
9,818
-2,272
69
$882K 0.19%
12,857
+88
70
$878K 0.19%
4,862
-56
71
$877K 0.19%
+20,200
72
$876K 0.19%
23,429
+488
73
$865K 0.18%
16,552
+361
74
$864K 0.18%
9,840
-6,709
75
$862K 0.18%
35,562
+571
1 2
3
4 5