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
$353M
AUM Growth
-$25.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
396
New
Increased
Reduced
Closed

Top Buys

1
+$7.74M
2
+$7.01M
3
+$6.76M
4
SITE icon
SiteOne Landscape Supply
SITE
+$6.69M
5
SYK icon
Stryker
SYK
+$6.58M

Top Sells

1
+$8.97M
2
+$7.07M
3
+$6.9M
4
RTX icon
RTX Corp
RTX
+$6.69M
5
CAG icon
Conagra Brands
CAG
+$6.53M

Sector Composition

1 Technology 17.84%
2 Consumer Discretionary 14.91%
3 Healthcare 13.96%
4 Financials 12.6%
5 Communication Services 11.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$242K 0.07%
3,639
+45
177
$233K 0.07%
+18,053
178
$233K 0.07%
3,910
179
$231K 0.07%
7,848
+98
180
$231K 0.07%
2,276
+30
181
$230K 0.07%
11,286
+136
182
$230K 0.07%
+7,424
183
$228K 0.06%
+2,441
184
$227K 0.06%
2,279
185
$225K 0.06%
+1,434
186
$222K 0.06%
+5,064
187
$221K 0.06%
+2,717
188
$219K 0.06%
1,522
189
$217K 0.06%
+4,766
190
$217K 0.06%
+6,715
191
$210K 0.06%
+2,828
192
$209K 0.06%
2,235
193
$201K 0.06%
9,276
+126
194
$198K 0.06%
2,668
195
$198K 0.06%
+8,849
196
$195K 0.06%
1,626
197
$191K 0.05%
+2,395
198
$191K 0.05%
3,284
+43
199
$185K 0.05%
4,241
+61
200
$181K 0.05%
1,882
+28
6 7
8
9 10