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
$498M
AUM Growth
+$3.37M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
195
New
Increased
Reduced
Closed

Top Buys

1
+$10.5M
2
+$10.4M
3
+$10.1M
4
TJX icon
TJX Companies
TJX
+$10M
5
META icon
Meta Platforms (Facebook)
META
+$10M

Top Sells

1
+$14.1M
2
+$9.82M
3
+$9.34M
4
VMW
VMware, Inc
VMW
+$8.89M
5
CAT icon
Caterpillar
CAT
+$8.17M

Sector Composition

1 Healthcare 25.29%
2 Technology 15.94%
3 Consumer Staples 13.38%
4 Industrials 10.06%
5 Real Estate 9.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$203K 0.04%
+4,985
77
$199K 0.04%
2,155
78
$193K 0.04%
+10,625
79
$186K 0.04%
+7,315
80
$185K 0.04%
+3,250
81
$180K 0.04%
+2,005
82
$174K 0.03%
531
83
$157K 0.03%
1,150
-180
84
$149K 0.03%
+16,725
85
$136K 0.03%
+2,000
86
$111K 0.02%
+1,600
87
$90K 0.02%
+667
88
$80K 0.02%
800
89
$67K 0.01%
1,610
-240
90
$58K 0.01%
+579
91
$53K 0.01%
2,489
+68
92
$50K 0.01%
500
93
$39K 0.01%
395
94
$31K 0.01%
1,200
95
$29K 0.01%
200
96
$29K 0.01%
400
+200
97
$29K 0.01%
350
+175
98
$28K 0.01%
495
-230
99
$27K 0.01%
555
-280
100
$25K 0.01%
209
2 3
4
5 6