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
$352M
AUM Growth
-$18.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
389
New
Increased
Reduced
Closed

Top Buys

1
+$6.62M
2
+$6.57M
3
+$6.43M
4
ELV icon
Elevance Health
ELV
+$6.34M
5
EIX icon
Edison International
EIX
+$6.32M

Top Sells

1
+$8.98M
2
+$8.74M
3
+$8.54M
4
JPM icon
JPMorgan Chase
JPM
+$5.65M
5
LEA icon
Lear
LEA
+$5.26M

Sector Composition

1 Financials 17.77%
2 Healthcare 14.81%
3 Energy 13.36%
4 Technology 12.51%
5 Real Estate 8.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$222K 0.06%
+4,030
177
$220K 0.06%
+3,523
178
$219K 0.06%
1,875
-104
179
$219K 0.06%
1,433
180
$218K 0.06%
+1,886
181
$218K 0.06%
11,099
182
$217K 0.06%
+9,373
183
$217K 0.06%
15,169
184
$215K 0.06%
4,701
185
$211K 0.06%
3,193
-326
186
$210K 0.06%
4,289
-670
187
$204K 0.06%
3,298
-386
188
$204K 0.06%
+9,376
189
$199K 0.06%
+1,281
190
$198K 0.06%
3,569
191
$198K 0.06%
2,984
192
$195K 0.06%
12,891
-2,502
193
$188K 0.05%
7,273
194
$187K 0.05%
8,108
-1,629
195
$186K 0.05%
10,697
-1,611
196
$184K 0.05%
407
-654
197
$180K 0.05%
+7,177
198
$178K 0.05%
2,347
+1,183
199
$174K 0.05%
1,270
+970
200
$168K 0.05%
897
-180
6 7
8
9 10