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
101
$594K 0.13%
2,005
+32
102
$593K 0.13%
6,414
-57
103
$590K 0.13%
805
+218
104
$585K 0.13%
3,607
-40,080
105
$585K 0.13%
475
-3
106
$585K 0.13%
3,083
+48
107
$572K 0.13%
693
+18
108
$571K 0.13%
3,430
-13
109
$561K 0.12%
20,726
-83
110
$553K 0.12%
+17,321
111
$553K 0.12%
1,138
-97
112
$547K 0.12%
1,300
-15
113
$542K 0.12%
7,200
-495
114
$541K 0.12%
32,300
-321
115
$534K 0.12%
1,773
-83
116
$521K 0.12%
2,600
-57
117
$521K 0.12%
8,032
-30
118
$513K 0.11%
6,498
-24
119
$510K 0.11%
7,445
+10
120
$510K 0.11%
12,412
-356
121
$509K 0.11%
8,822
-518
122
$506K 0.11%
9,809
-41
123
$505K 0.11%
777
-27
124
$505K 0.11%
2,302
-8
125
$501K 0.11%
+644
3 4
5
6 7