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
101
$22K ﹤0.01%
430
+160
102
$22K ﹤0.01%
570
+285
103
$21K ﹤0.01%
425
104
$21K ﹤0.01%
200
105
$21K ﹤0.01%
+505
106
$18K ﹤0.01%
172
-756
107
$16K ﹤0.01%
1,000
108
$16K ﹤0.01%
354
109
$16K ﹤0.01%
210
+80
110
$15K ﹤0.01%
+255
111
$14K ﹤0.01%
1,046
+7
112
$13K ﹤0.01%
986
113
$12K ﹤0.01%
+300
114
$12K ﹤0.01%
138
115
$12K ﹤0.01%
675
116
$12K ﹤0.01%
200
117
$12K ﹤0.01%
+250
118
$11K ﹤0.01%
+576
119
$10K ﹤0.01%
308
120
$10K ﹤0.01%
409
121
$10K ﹤0.01%
340
122
$10K ﹤0.01%
+375
123
$9K ﹤0.01%
+198
124
$9K ﹤0.01%
70
125
$9K ﹤0.01%
360
3 4
5
6 7