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
151
$430K 0.1%
2,176
-43
152
$425K 0.09%
4,851
-54
153
$423K 0.09%
+3,687
154
$421K 0.09%
3,635
-30
155
$419K 0.09%
9,647
+110
156
$391K 0.09%
2,948
-11
157
$379K 0.08%
4,778
-17
158
$378K 0.08%
+2,231
159
$377K 0.08%
7,164
+304
160
$375K 0.08%
8,269
-102
161
$375K 0.08%
1,741
+44
162
$363K 0.08%
11,811
-215
163
$354K 0.08%
3,613
-11
164
$353K 0.08%
2,899
165
$350K 0.08%
5,004
-96,429
166
$347K 0.08%
1,187
-22
167
$341K 0.08%
4,016
-34
168
$339K 0.08%
3,255
-29
169
$326K 0.07%
4,100
-43
170
$320K 0.07%
2,478
-26
171
$311K 0.07%
+5,210
172
$307K 0.07%
2,009
-9
173
$303K 0.07%
6,220
+5,875
174
$299K 0.07%
9,236
175
$295K 0.07%
4,952
+4,467
5 6
7
8 9