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
$498M
AUM Growth
+$3.37M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
195
New
Increased
Reduced
Closed

Top Buys

1
+$10.5M
2
+$10.4M
3
+$10.1M
4
TJX icon
TJX Companies
TJX
+$10M
5
META icon
Meta Platforms (Facebook)
META
+$10M

Top Sells

1
+$14.1M
2
+$9.82M
3
+$9.34M
4
VMW
VMware, Inc
VMW
+$8.89M
5
CAT icon
Caterpillar
CAT
+$8.17M

Sector Composition

1 Healthcare 25.29%
2 Technology 15.94%
3 Consumer Staples 13.38%
4 Industrials 10.06%
5 Real Estate 9.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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