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
$451M
AUM Growth
+$43.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
399
New
Increased
Reduced
Closed

Top Buys

1
+$8.45M
2
+$8.34M
3
+$7.93M
4
CPAY icon
Corpay
CPAY
+$7.67M
5
DLR icon
Digital Realty Trust
DLR
+$7.49M

Top Sells

1
+$8.1M
2
+$7.69M
3
+$6.75M
4
PG icon
Procter & Gamble
PG
+$6.5M
5
AON icon
Aon
AON
+$6.3M

Sector Composition

1 Technology 28.23%
2 Industrials 13.34%
3 Consumer Discretionary 12.36%
4 Financials 12.3%
5 Communication Services 11.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$287K 0.06%
8,873
+318
177
$275K 0.06%
+2,735
178
$275K 0.06%
7,820
-28
179
$272K 0.06%
1,664
-37
180
$270K 0.06%
1,605
181
$270K 0.06%
5,049
+4,719
182
$268K 0.06%
3,561
-116
183
$268K 0.06%
1,776
+72
184
$266K 0.06%
3,601
-38
185
$265K 0.06%
1,662
+1,551
186
$265K 0.06%
1,357
-80
187
$260K 0.06%
3,228
+3,054
188
$260K 0.06%
2,850
189
$259K 0.06%
1,603
190
$259K 0.06%
1,463
+1,367
191
$256K 0.06%
4,393
-207
192
$249K 0.06%
2,706
-3
193
$249K 0.06%
+3,954
194
$248K 0.06%
+1,232
195
$248K 0.05%
+10,078
196
$240K 0.05%
+22,974
197
$238K 0.05%
+1,603
198
$238K 0.05%
2,219
+2,091
199
$237K 0.05%
2,229
+2,109
200
$233K 0.05%
+927
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