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
$353M
AUM Growth
-$25.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
396
New
Increased
Reduced
Closed

Top Buys

1
+$7.74M
2
+$7.01M
3
+$6.76M
4
SITE icon
SiteOne Landscape Supply
SITE
+$6.69M
5
SYK icon
Stryker
SYK
+$6.58M

Top Sells

1
+$8.97M
2
+$7.07M
3
+$6.9M
4
RTX icon
RTX Corp
RTX
+$6.69M
5
CAG icon
Conagra Brands
CAG
+$6.53M

Sector Composition

1 Technology 17.84%
2 Consumer Discretionary 14.91%
3 Healthcare 13.96%
4 Financials 12.6%
5 Communication Services 11.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$331K 0.09%
+874
152
$331K 0.09%
+1,132
153
$327K 0.09%
+1,329
154
$319K 0.09%
4,822
+4,707
155
$319K 0.09%
1,186
+14
156
$318K 0.09%
9,730
+114
157
$317K 0.09%
4,101
158
$316K 0.09%
2,120
-105
159
$316K 0.09%
2,065
+3
160
$315K 0.09%
4,803
+69
161
$313K 0.09%
+4,836
162
$308K 0.09%
5,501
-369
163
$307K 0.09%
6,380
+63
164
$303K 0.09%
+3,629
165
$301K 0.09%
11,173
+126
166
$300K 0.08%
3,768
+12
167
$292K 0.08%
3,265
+37
168
$287K 0.08%
+9,995
169
$285K 0.08%
+7,744
170
$259K 0.07%
1,581
-87
171
$256K 0.07%
2,504
-149
172
$251K 0.07%
3,853
173
$250K 0.07%
167
+2
174
$243K 0.07%
3,692
+49
175
$242K 0.07%
4,050
+51
5 6
7
8 9