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
201
$178K 0.05%
2,387
+75
202
$177K 0.05%
1,367
+76
203
$171K 0.05%
+4,388
204
$170K 0.05%
11,006
+705
205
$166K 0.05%
2,207
-1,536
206
$166K 0.05%
1,325
+34
207
$165K 0.05%
2,441
+136
208
$165K 0.05%
130
+9
209
$162K 0.05%
+12,267
210
$161K 0.05%
+1,327
211
$156K 0.04%
+1,203
212
$155K 0.04%
+1,809
213
$154K 0.04%
6,420
-4,970
214
$153K 0.04%
+9,260
215
$151K 0.04%
1,920
+178
216
$150K 0.04%
3,033
+177
217
$144K 0.04%
+2,174
218
$142K 0.04%
+5,713
219
$140K 0.04%
8,107
+425
220
$130K 0.04%
2,207
-2,778
221
$130K 0.04%
+425
222
$128K 0.04%
279
+2
223
$103K 0.03%
1,270
224
$91.3K 0.03%
214
+1
225
$70K 0.02%
2,772
7 8
9
10 11