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
$506M
AUM Growth
-$3.29M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
204
New
Increased
Reduced
Closed

Top Buys

1 +$12.7M
2 +$11.5M
3 +$11.4M
4
BP icon
BP
BP
+$11.4M
5
MMM icon
3M
MMM
+$11.2M

Top Sells

1 +$13.8M
2 +$12.4M
3 +$11.3M
4
TT icon
Trane Technologies
TT
+$10.8M
5
C icon
Citigroup
C
+$10.7M

Sector Composition

1 Healthcare 19.03%
2 Technology 13.94%
3 Industrials 12.88%
4 Financials 11.74%
5 Energy 10.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
201
-6,350
202
-30
203
-160
204
-367