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
$320M
AUM Growth
-$2.47M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
293
New
Increased
Reduced
Closed

Top Buys

1
+$6.9M
2
+$6.42M
3
+$5.99M
4
DD icon
DuPont de Nemours
DD
+$5.46M
5
CSX icon
CSX Corp
CSX
+$5.37M

Top Sells

1
+$7.1M
2
+$6.19M
3
+$5.7M
4
SPGI icon
S&P Global
SPGI
+$5.67M
5
SBAC icon
SBA Communications
SBAC
+$5.32M

Sector Composition

1 Technology 23.67%
2 Healthcare 16.4%
3 Industrials 13.14%
4 Financials 11.92%
5 Consumer Discretionary 7.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$363K 0.11%
6,222
-80
102
$362K 0.11%
3,937
-393
103
$362K 0.11%
+9,259
104
$362K 0.11%
13,106
-267
105
$356K 0.11%
3,223
-96
106
$355K 0.11%
2,367
-22
107
$351K 0.11%
+12,909
108
$347K 0.11%
8,947
+7,196
109
$347K 0.11%
1,496
110
$339K 0.11%
2,670
-51
111
$337K 0.11%
2,202
-39
112
$334K 0.1%
1,650
-113
113
$333K 0.1%
982
-17
114
$331K 0.1%
7,179
+144
115
$330K 0.1%
8,091
-170
116
$326K 0.1%
10,037
-115
117
$323K 0.1%
523
+12
118
$321K 0.1%
902
+22
119
$319K 0.1%
1,084
-19,353
120
$319K 0.1%
2,900
-64
121
$318K 0.1%
1,935
-314
122
$315K 0.1%
8,479
-90
123
$313K 0.1%
1,644
-44
124
$311K 0.1%
8,269
-291
125
$309K 0.1%
+11,106
3 4
5
6 7