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
151
$307K 0.09%
5,397
152
$306K 0.09%
3,696
153
$299K 0.09%
+1,899
154
$295K 0.09%
853
+848
155
$292K 0.09%
11,390
156
$289K 0.09%
493
-14
157
$288K 0.09%
3,015
158
$285K 0.08%
5,284
+3,350
159
$273K 0.08%
+5,149
160
$268K 0.08%
+4,230
161
$266K 0.08%
15,494
162
$258K 0.08%
3,810
163
$256K 0.08%
5,504
164
$255K 0.08%
3,677
-213
165
$251K 0.07%
457
-99
166
$235K 0.07%
4,836
167
$232K 0.07%
9,311
168
$223K 0.07%
+4,670
169
$221K 0.07%
1,834
170
$218K 0.06%
4,103
171
$212K 0.06%
8,959
172
$203K 0.06%
3,193
173
$196K 0.06%
1,023
174
$194K 0.06%
4,576
175
$194K 0.06%
11,196
-798
5 6
7
8 9