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
$451M
AUM Growth
+$43.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
399
New
Increased
Reduced
Closed

Top Buys

1
+$8.45M
2
+$8.34M
3
+$7.93M
4
CPAY icon
Corpay
CPAY
+$7.67M
5
DLR icon
Digital Realty Trust
DLR
+$7.49M

Top Sells

1
+$8.1M
2
+$7.69M
3
+$6.75M
4
PG icon
Procter & Gamble
PG
+$6.5M
5
AON icon
Aon
AON
+$6.3M

Sector Composition

1 Technology 28.23%
2 Industrials 13.34%
3 Consumer Discretionary 12.36%
4 Financials 12.3%
5 Communication Services 11.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$761K 0.17%
10,504
-104
77
$751K 0.17%
21,955
-723
78
$741K 0.16%
+17,066
79
$737K 0.16%
234
-3
80
$735K 0.16%
2,912
-106
81
$734K 0.16%
17,420
-1,099
82
$726K 0.16%
15,250
-485
83
$714K 0.16%
9,126
+123
84
$706K 0.16%
2,760
+29
85
$704K 0.16%
2,579
+40
86
$703K 0.16%
43,025
-465
87
$702K 0.16%
4,749
-2,477
88
$692K 0.15%
7,660
-1,040
89
$667K 0.15%
13,493
-61
90
$662K 0.15%
7,400
+5,226
91
$646K 0.14%
3,767
-11
92
$639K 0.14%
1,529
-30
93
$635K 0.14%
1,277
-8
94
$626K 0.14%
7,325
+112
95
$622K 0.14%
3,312
-15
96
$607K 0.13%
486
-2
97
$601K 0.13%
4,293
-25
98
$601K 0.13%
1,921
-336
99
$599K 0.13%
4,930
+60
100
$596K 0.13%
5,675
-17
2 3
4
5 6