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
$339M
AUM Growth
+$19.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
303
New
Increased
Reduced
Closed

Top Buys

1
+$6.95M
2
+$6.75M
3
+$6.14M
4
RTX icon
RTX Corp
RTX
+$5.62M
5
TRV icon
Travelers Companies
TRV
+$5.58M

Top Sells

1
+$11.2M
2
+$7.92M
3
+$6.25M
4
ADSK icon
Autodesk
ADSK
+$6.25M
5
NKE icon
Nike
NKE
+$6.1M

Sector Composition

1 Technology 16.67%
2 Industrials 16.22%
3 Financials 16.11%
4 Healthcare 12.36%
5 Consumer Discretionary 8.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$110K 0.03%
+660
202
$103K 0.03%
978
+395
203
$98K 0.03%
2,230
+271
204
$96K 0.03%
172
+76
205
$94K 0.03%
+2,123
206
$94K 0.03%
1,483
+30
207
$94K 0.03%
1,495
208
$91K 0.03%
208
+31
209
$89K 0.03%
437
+53
210
$88K 0.03%
656
+264
211
$87K 0.03%
2,392
+277
212
$84K 0.02%
+3,417
213
$80K 0.02%
300
214
$76K 0.02%
3,100
+976
215
$74K 0.02%
174
216
$73K 0.02%
650
217
$73K 0.02%
250
218
$71K 0.02%
+961
219
$65K 0.02%
1,018
220
$63K 0.02%
182
221
$62K 0.02%
271
+3
222
$59K 0.02%
1,875
223
$58K 0.02%
574
224
$56K 0.02%
201
225
$55K 0.02%
1,074
7 8
9
10 11