CIM
Contravisory Investment Management Portfolio holdings
AUM
$508M
This Quarter Return
+4.64%
1 Year Return
+23.42%
3 Year Return
+97.74%
5 Year Return
+193.46%
10 Year Return
+427.78%
AUM
$320M
AUM Growth
+$320M
(-0.77%)
Cap. Flow
-$10.4M
Cap. Flow
% of AUM
-3.25%
Top 10 Holdings %
Top 10 Hldgs %
27.84%
Holding
293
New
46
Increased
44
Reduced
116
Closed
31
Top Buys
| 1 |
Boeing
BA
|
$6.9M |
| 2 |
Halliburton
HAL
|
$6.42M |
| 3 |
Westlake Corp
WLK
|
$5.99M |
| 4 |
DuPont de Nemours
DD
|
$5.46M |
| 5 |
CSX Corp
CSX
|
$5.37M |
Top Sells
| 1 |
Visa
V
|
$7.1M |
| 2 |
Adobe
ADBE
|
$6.19M |
| 3 |
Meta Platforms (Facebook)
META
|
$5.7M |
| 4 |
S&P Global
SPGI
|
$5.67M |
| 5 |
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% |
