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
$506M
AUM Growth
-$3.29M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
204
New
Increased
Reduced
Closed

Top Buys

1
+$12.7M
2
+$11.5M
3
+$11.4M
4
BP icon
BP
BP
+$11.4M
5
MMM icon
3M
MMM
+$11.2M

Top Sells

1
+$13.8M
2
+$12.4M
3
+$11.3M
4
TT icon
Trane Technologies
TT
+$10.8M
5
C icon
Citigroup
C
+$10.7M

Sector Composition

1 Healthcare 19.03%
2 Technology 13.94%
3 Industrials 12.88%
4 Financials 11.74%
5 Energy 10.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$214K 0.04%
+24,650
77
$213K 0.04%
+9,991
78
$212K 0.04%
24,705
+2,040
79
$211K 0.04%
9,540
80
$211K 0.04%
+7,480
81
$208K 0.04%
1,805
+30
82
$207K 0.04%
12,715
83
$205K 0.04%
+3,235
84
$204K 0.04%
7,255
85
$201K 0.04%
10,935
86
$190K 0.04%
+4,490
87
$187K 0.04%
4,640
88
$139K 0.03%
900
89
$113K 0.02%
1,200
90
$112K 0.02%
1,500
91
$110K 0.02%
842
92
$40K 0.01%
500
93
$32K 0.01%
1,200
94
$26K 0.01%
209
95
$26K 0.01%
+300
96
$26K 0.01%
+500
97
$25K ﹤0.01%
200
98
$24K ﹤0.01%
+780
99
$24K ﹤0.01%
+870
100
$24K ﹤0.01%
+440
2 3
4
5 6