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
101
$456K 0.13%
7,135
+1,142
102
$455K 0.13%
+14,294
103
$448K 0.13%
+2,276
104
$445K 0.13%
4,045
105
$444K 0.13%
+3,716
106
$441K 0.13%
9,110
-1,779
107
$441K 0.13%
+3,255
108
$437K 0.12%
+4,342
109
$436K 0.12%
+1,764
110
$428K 0.12%
4,072
-299
111
$424K 0.12%
718
-9
112
$416K 0.12%
1,180
+979
113
$414K 0.12%
15,170
+200
114
$412K 0.12%
13,557
+15
115
$412K 0.12%
3,117
116
$411K 0.12%
+9,219
117
$408K 0.12%
5,502
-154
118
$402K 0.11%
+3,984
119
$397K 0.11%
2,396
-462
120
$391K 0.11%
+5,328
121
$389K 0.11%
+3,611
122
$388K 0.11%
+9,654
123
$386K 0.11%
7,981
+351
124
$384K 0.11%
+2,531
125
$381K 0.11%
10,956
+10,812
3 4
5
6 7