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
101
$24K ﹤0.01%
505
-8,663
102
$23K ﹤0.01%
+610
103
$23K ﹤0.01%
420
+136
104
$23K ﹤0.01%
+470
105
$22K ﹤0.01%
555
-12,630
106
$20K ﹤0.01%
425
107
$19K ﹤0.01%
410
108
$17K ﹤0.01%
200
109
$17K ﹤0.01%
1,000
110
$17K ﹤0.01%
1,025
+14
111
$15K ﹤0.01%
675
112
$14K ﹤0.01%
354
113
$11K ﹤0.01%
409
114
$10K ﹤0.01%
110
115
$9K ﹤0.01%
46
116
$8K ﹤0.01%
+220
117
$8K ﹤0.01%
320
118
$7K ﹤0.01%
308
+280
119
$7K ﹤0.01%
+60
120
$7K ﹤0.01%
+135
121
$7K ﹤0.01%
230
-320
122
$7K ﹤0.01%
+175
123
$7K ﹤0.01%
82
124
$7K ﹤0.01%
+180
125
$7K ﹤0.01%
+80
3 4
5
6 7