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
$468M
AUM Growth
+$118K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
440
New
Increased
Reduced
Closed

Top Buys

1
+$9.48M
2
+$8.17M
3
+$8.15M
4
AVB icon
AvalonBay Communities
AVB
+$7.98M
5
CAT icon
Caterpillar
CAT
+$7.53M

Top Sells

1
+$12.5M
2
+$9.22M
3
+$9.14M
4
CTLT
CATALENT, INC.
CTLT
+$7.93M
5
LRCX icon
Lam Research
LRCX
+$7.87M

Sector Composition

1 Financials 20.84%
2 Technology 16.2%
3 Industrials 12.29%
4 Consumer Discretionary 10.68%
5 Communication Services 10.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$639K 0.14%
11,422
+327
102
$632K 0.14%
6,949
+64
103
$621K 0.13%
20,417
104
$617K 0.13%
3,438
+1,336
105
$609K 0.13%
12,538
106
$606K 0.13%
6,789
-684
107
$599K 0.13%
1,125
108
$597K 0.13%
27,821
109
$589K 0.13%
465
110
$586K 0.13%
9,010
111
$570K 0.12%
1,092
-82
112
$569K 0.12%
6,295
-699
113
$569K 0.12%
+1,731
114
$567K 0.12%
+7,667
115
$566K 0.12%
+15,388
116
$563K 0.12%
8,105
-957
117
$552K 0.12%
1,217
-56
118
$552K 0.12%
+2,113
119
$543K 0.12%
+5,253
120
$540K 0.12%
17,019
+24
121
$539K 0.12%
33,105
122
$532K 0.11%
5,899
123
$532K 0.11%
22,619
124
$531K 0.11%
7,022
+4,875
125
$531K 0.11%
+4,064
3 4
5
6 7