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
$339M
AUM Growth
+$19.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
303
New
Increased
Reduced
Closed

Top Buys

1
+$6.95M
2
+$6.75M
3
+$6.14M
4
RTX icon
RTX Corp
RTX
+$5.62M
5
TRV icon
Travelers Companies
TRV
+$5.58M

Top Sells

1
+$11.2M
2
+$7.92M
3
+$6.25M
4
ADSK icon
Autodesk
ADSK
+$6.25M
5
NKE icon
Nike
NKE
+$6.1M

Sector Composition

1 Technology 16.67%
2 Industrials 16.22%
3 Financials 16.11%
4 Healthcare 12.36%
5 Consumer Discretionary 8.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$370K 0.11%
10,037
127
$370K 0.11%
13,040
+1,934
128
$370K 0.11%
12,048
+1,153
129
$368K 0.11%
+3,122
130
$367K 0.11%
16,948
+15,573
131
$367K 0.11%
21,422
+21,122
132
$364K 0.11%
722
-15,718
133
$358K 0.11%
1,190
134
$357K 0.11%
6,220
+818
135
$356K 0.11%
2,310
-57
136
$351K 0.1%
6,332
+110
137
$349K 0.1%
1,469
-45
138
$344K 0.1%
4,940
+699
139
$344K 0.1%
3,052
140
$342K 0.1%
697
141
$342K 0.1%
17,080
142
$336K 0.1%
4,082
+1,917
143
$332K 0.1%
+11,711
144
$332K 0.1%
+7,156
145
$331K 0.1%
954
-28
146
$331K 0.1%
1,523
+27
147
$329K 0.1%
902
148
$326K 0.1%
1,683
+39
149
$321K 0.09%
2,971
+511
150
$317K 0.09%
8,479
4 5
6
7 8