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
$352M
AUM Growth
-$18.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
389
New
Increased
Reduced
Closed

Top Buys

1
+$6.62M
2
+$6.57M
3
+$6.43M
4
ELV icon
Elevance Health
ELV
+$6.34M
5
EIX icon
Edison International
EIX
+$6.32M

Top Sells

1
+$8.98M
2
+$8.74M
3
+$8.54M
4
JPM icon
JPMorgan Chase
JPM
+$5.65M
5
LEA icon
Lear
LEA
+$5.26M

Sector Composition

1 Financials 17.77%
2 Healthcare 14.81%
3 Energy 13.36%
4 Technology 12.51%
5 Real Estate 8.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$552K 0.16%
3,354
-90
77
$551K 0.16%
2,744
-353
78
$548K 0.16%
8,364
-188
79
$545K 0.15%
12,282
-10
80
$534K 0.15%
4,376
-536
81
$530K 0.15%
+4,032
82
$528K 0.15%
5,489
+3,450
83
$527K 0.15%
+9,290
84
$522K 0.15%
7,023
-939
85
$494K 0.14%
+9,581
86
$488K 0.14%
4,277
-702
87
$487K 0.14%
+6,734
88
$486K 0.14%
5,385
-1,090
89
$485K 0.14%
5,387
-4,200
90
$483K 0.14%
1,237
-205
91
$477K 0.14%
2,736
+482
92
$476K 0.14%
16,022
-314
93
$475K 0.13%
2,296
-326
94
$474K 0.13%
7,077
-82
95
$471K 0.13%
2,256
-348
96
$471K 0.13%
3,981
-436
97
$467K 0.13%
3,409
+943
98
$467K 0.13%
7,142
+1,236
99
$462K 0.13%
+3,978
100
$456K 0.13%
2,268
+45
2 3
4
5 6