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
$339M
AUM Growth
+$19.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
303
New
Increased
Reduced
Closed

Top Buys

1
+$6.95M
2
+$6.75M
3
+$6.14M
4
RTX icon
RTX Corp
RTX
+$5.62M
5
TRV icon
Travelers Companies
TRV
+$5.58M

Top Sells

1
+$11.2M
2
+$7.92M
3
+$6.25M
4
ADSK icon
Autodesk
ADSK
+$6.25M
5
NKE icon
Nike
NKE
+$6.1M

Sector Composition

1 Technology 16.67%
2 Industrials 16.22%
3 Financials 16.11%
4 Healthcare 12.36%
5 Consumer Discretionary 8.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$193K 0.06%
2,073
+217
177
$193K 0.06%
1,433
-38,848
178
$191K 0.06%
4,773
179
$191K 0.06%
+5,325
180
$188K 0.06%
+11,725
181
$184K 0.05%
2,984
182
$183K 0.05%
+2,879
183
$178K 0.05%
2,811
184
$173K 0.05%
1,785
185
$171K 0.05%
1,245
186
$170K 0.05%
5,610
187
$164K 0.05%
1,565
188
$163K 0.05%
6,314
+1,095
189
$162K 0.05%
556
-21,454
190
$161K 0.05%
+6,820
191
$157K 0.05%
+4,151
192
$156K 0.05%
1,404
193
$145K 0.04%
4,419
194
$143K 0.04%
+2,933
195
$141K 0.04%
1,251
+101
196
$136K 0.04%
379
-1,127
197
$121K 0.04%
245
-6
198
$117K 0.03%
4,491
+693
199
$116K 0.03%
1,512
+107
200
$110K 0.03%
8,318
+663
6 7
8
9 10