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
126
$378K 0.11%
1,453
-251
127
$378K 0.11%
8,320
-1,501
128
$375K 0.11%
3,276
129
$374K 0.11%
1,850
+140
130
$373K 0.11%
8,807
+10
131
$369K 0.1%
2,740
-379
132
$364K 0.1%
10,299
133
$363K 0.1%
4,426
+4,311
134
$363K 0.1%
3,521
-421
135
$363K 0.1%
+14,569
136
$362K 0.1%
813
137
$360K 0.1%
+1,719
138
$358K 0.1%
1,572
-250
139
$349K 0.1%
3,460
+10
140
$349K 0.1%
2,200
-347
141
$348K 0.1%
16,107
142
$343K 0.1%
12,271
-145
143
$341K 0.1%
7,142
+44
144
$339K 0.1%
6,087
-1,010
145
$339K 0.1%
704
+23
146
$332K 0.09%
+3,039
147
$332K 0.09%
5,280
-60
148
$328K 0.09%
+6,342
149
$326K 0.09%
3,810
-445
150
$318K 0.09%
2,093
-383
4 5
6
7 8