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
+$16M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
408
New
Increased
Reduced
Closed

Top Buys

1
+$8.38M
2
+$8.14M
3
+$7.7M
4
EQR icon
Equity Residential
EQR
+$7.68M
5
NEE icon
NextEra Energy
NEE
+$7.58M

Top Sells

1
+$10.9M
2
+$9.96M
3
+$9.04M
4
SHOP icon
Shopify
SHOP
+$7.95M
5
ABNB icon
Airbnb
ABNB
+$7.59M

Sector Composition

1 Financials 19.97%
2 Technology 19.69%
3 Industrials 11.24%
4 Consumer Discretionary 9.48%
5 Communication Services 9.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$526K 0.11%
6,855
-30
127
$526K 0.11%
3,084
+18
128
$523K 0.11%
+8,155
129
$517K 0.11%
4,619
-81
130
$515K 0.11%
1,325
+14
131
$510K 0.11%
2,010
+22
132
$506K 0.11%
+22,121
133
$501K 0.11%
+4,359
134
$501K 0.11%
1,281
+19
135
$496K 0.11%
9,618
-159
136
$494K 0.11%
+2,144
137
$494K 0.11%
+24,613
138
$488K 0.1%
22,203
+21,568
139
$488K 0.1%
+1,653
140
$487K 0.1%
+3,810
141
$487K 0.1%
+33,105
142
$485K 0.1%
+3,927
143
$485K 0.1%
3,222
-50
144
$484K 0.1%
4,960
-75
145
$481K 0.1%
+2,102
146
$481K 0.1%
+2,328
147
$478K 0.1%
+7,229
148
$469K 0.1%
+5,862
149
$467K 0.1%
15,200
+292
150
$467K 0.1%
1,697
4 5
6
7 8