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
151
$462K 0.1%
2,147
-35
152
$459K 0.1%
2,057
153
$455K 0.1%
4,176
-552
154
$449K 0.1%
+9,010
155
$442K 0.09%
1,153
156
$439K 0.09%
2,557
-39
157
$436K 0.09%
5,328
+57
158
$429K 0.09%
7,199
-126
159
$424K 0.09%
3,100
-100
160
$421K 0.09%
2,475
+2,458
161
$419K 0.09%
6,043
162
$408K 0.09%
5,095
163
$386K 0.08%
3,971
164
$379K 0.08%
1,457
+301
165
$364K 0.08%
1,564
166
$363K 0.08%
3,887
167
$360K 0.08%
9,405
168
$354K 0.08%
8,598
169
$342K 0.07%
+7,481
170
$337K 0.07%
1,542
171
$329K 0.07%
3,409
+1,409
172
$328K 0.07%
3,844
173
$327K 0.07%
+818
174
$325K 0.07%
1,897
175
$325K 0.07%
1,608
-7
5 6
7
8 9