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
$320M
AUM Growth
-$2.47M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
293
New
Increased
Reduced
Closed

Top Buys

1
+$6.9M
2
+$6.42M
3
+$5.99M
4
DD icon
DuPont de Nemours
DD
+$5.46M
5
CSX icon
CSX Corp
CSX
+$5.37M

Top Sells

1
+$7.1M
2
+$6.19M
3
+$5.7M
4
SPGI icon
S&P Global
SPGI
+$5.67M
5
SBAC icon
SBA Communications
SBAC
+$5.32M

Sector Composition

1 Technology 23.67%
2 Healthcare 16.4%
3 Industrials 13.14%
4 Financials 11.92%
5 Consumer Discretionary 7.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$178K 0.06%
367
177
$174K 0.05%
8,959
178
$172K 0.05%
1,937
179
$171K 0.05%
+2,165
180
$170K 0.05%
1,785
181
$166K 0.05%
1,856
+97
182
$164K 0.05%
1,565
+465
183
$161K 0.05%
1,323
184
$155K 0.05%
1,150
185
$154K 0.05%
1,404
186
$137K 0.04%
4,419
187
$132K 0.04%
1,103
188
$129K 0.04%
+5,219
189
$120K 0.04%
251
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190
$107K 0.03%
1,405
+5
191
$95K 0.03%
1,934
-6,588
192
$94K 0.03%
+7,655
193
$94K 0.03%
3,798
+174
194
$93K 0.03%
1,453
+2
195
$84K 0.03%
384
-19
196
$83K 0.03%
1,495
+895
197
$82K 0.03%
375
-5
198
$81K 0.03%
300
199
$81K 0.03%
2,115
+125
200
$77K 0.02%
+1,959
6 7
8
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