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
$320M
AUM Growth
-$2.47M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
293
New
Increased
Reduced
Closed

Top Buys

1
+$6.9M
2
+$6.42M
3
+$5.99M
4
DD icon
DuPont de Nemours
DD
+$5.46M
5
CSX icon
CSX Corp
CSX
+$5.37M

Top Sells

1
+$7.1M
2
+$6.19M
3
+$5.7M
4
SPGI icon
S&P Global
SPGI
+$5.67M
5
SBAC icon
SBA Communications
SBAC
+$5.32M

Sector Composition

1 Technology 23.67%
2 Healthcare 16.4%
3 Industrials 13.14%
4 Financials 11.92%
5 Consumer Discretionary 7.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$256K 0.08%
5,580
-145
152
$251K 0.08%
1,023
-15
153
$250K 0.08%
+2,285
154
$246K 0.08%
7,368
155
$241K 0.08%
507
-13,022
156
$241K 0.08%
3,624
-639
157
$239K 0.07%
1,117
158
$238K 0.07%
+2,460
159
$233K 0.07%
1,834
160
$228K 0.07%
17,080
+3,000
161
$225K 0.07%
3,810
162
$221K 0.07%
834
163
$220K 0.07%
+5,504
164
$218K 0.07%
714
-5
165
$215K 0.07%
4,103
166
$212K 0.07%
4,576
167
$208K 0.07%
4,773
168
$203K 0.06%
+9,311
169
$201K 0.06%
+3,193
170
$201K 0.06%
4,836
171
$192K 0.06%
11,994
-21,906
172
$190K 0.06%
+2,984
173
$180K 0.06%
1,245
174
$179K 0.06%
2,811
175
$179K 0.06%
5,610
5 6
7
8 9