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
+$118K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
440
New
Increased
Reduced
Closed

Top Buys

1
+$9.48M
2
+$8.17M
3
+$8.15M
4
AVB icon
AvalonBay Communities
AVB
+$7.98M
5
CAT icon
Caterpillar
CAT
+$7.53M

Top Sells

1
+$12.5M
2
+$9.22M
3
+$9.14M
4
CTLT
CATALENT, INC.
CTLT
+$7.93M
5
LRCX icon
Lam Research
LRCX
+$7.87M

Sector Composition

1 Financials 20.84%
2 Technology 16.2%
3 Industrials 12.29%
4 Consumer Discretionary 10.68%
5 Communication Services 10.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.14M 0.24%
10,803
+158
52
$1.11M 0.24%
10,048
-56
53
$1.09M 0.23%
1,032
+6
54
$1.02M 0.22%
10,540
+722
55
$1.01M 0.22%
13,347
-8,006
56
$1.01M 0.22%
4,498
-270
57
$1.01M 0.22%
9,236
+143
58
$967K 0.21%
7,336
+1,420
59
$955K 0.2%
22,840
+182
60
$947K 0.2%
1,955
-5
61
$938K 0.2%
471
-4
62
$937K 0.2%
17,263
+249
63
$910K 0.19%
3,884
-99
64
$910K 0.19%
6,082
+73
65
$893K 0.19%
4,856
-6
66
$857K 0.18%
9,474
+178
67
$847K 0.18%
23,556
+65
68
$845K 0.18%
3,030
-108
69
$836K 0.18%
18,029
+108
70
$833K 0.18%
19,032
+390
71
$806K 0.17%
47,002
+791
72
$801K 0.17%
+25,170
73
$800K 0.17%
2,072
+36
74
$800K 0.17%
23,603
+174
75
$798K 0.17%
9,423
+55
1 2
3
4 5