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
126
$501K 0.11%
1,142
-4
127
$497K 0.11%
+9,047
128
$487K 0.11%
+9,736
129
$487K 0.11%
1,401
-24
130
$483K 0.11%
+30,535
131
$480K 0.11%
3,272
-9
132
$480K 0.11%
5,158
-19
133
$479K 0.11%
+3,663
134
$476K 0.11%
2,601
-9
135
$476K 0.11%
3,052
-10
136
$472K 0.1%
4,463
-12
137
$467K 0.1%
7,561
-898
138
$465K 0.1%
2,708
-11
139
$462K 0.1%
1,655
+17
140
$456K 0.1%
+1,245
141
$454K 0.1%
3,399
-12
142
$450K 0.1%
6,136
-16
143
$447K 0.1%
3,763
-12
144
$441K 0.1%
2,969
-10
145
$440K 0.1%
785
146
$439K 0.1%
7,303
-113
147
$438K 0.1%
4,031
-9
148
$438K 0.1%
1,097
-14
149
$431K 0.1%
4,402
-51
150
$431K 0.1%
1,014
-3
4 5
6
7 8