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
$320M
AUM Growth
-$2.47M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
293
New
Increased
Reduced
Closed

Top Buys

1
+$6.9M
2
+$6.42M
3
+$5.99M
4
DD icon
DuPont de Nemours
DD
+$5.46M
5
CSX icon
CSX Corp
CSX
+$5.37M

Top Sells

1
+$7.1M
2
+$6.19M
3
+$5.7M
4
SPGI icon
S&P Global
SPGI
+$5.67M
5
SBAC icon
SBA Communications
SBAC
+$5.32M

Sector Composition

1 Technology 23.67%
2 Healthcare 16.4%
3 Industrials 13.14%
4 Financials 11.92%
5 Consumer Discretionary 7.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$75K 0.02%
370
-130
202
$75K 0.02%
1,103
-3
203
$71K 0.02%
177
+66
204
$71K 0.02%
250
205
$71K 0.02%
182
-88
206
$70K 0.02%
650
207
$69K 0.02%
174
-910
208
$68K 0.02%
+986
209
$64K 0.02%
303
+20
210
$63K 0.02%
+5,905
211
$59K 0.02%
268
+28
212
$58K 0.02%
+1,018
213
$55K 0.02%
300
214
$55K 0.02%
281
+25
215
$54K 0.02%
259
+21
216
$53K 0.02%
+574
217
$53K 0.02%
583
-115
218
$53K 0.02%
+2,124
219
$51K 0.02%
201
220
$51K 0.02%
+1,115
221
$50K 0.02%
+1,875
222
$49K 0.02%
+1,074
223
$48K 0.02%
392
-150
224
$47K 0.01%
96
-35
225
$46K 0.01%
+1,221
7 8
9
10 11