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
201
$231K 0.05%
+47,782
202
$226K 0.05%
+1,221
203
$223K 0.05%
427
-2,959
204
$223K 0.05%
+1,125
205
$222K 0.05%
3,331
+133
206
$216K 0.05%
495
-17
207
$210K 0.05%
6,439
208
$207K 0.05%
12,565
-427
209
$206K 0.05%
136
-2
210
$198K 0.04%
2,237
-79
211
$189K 0.04%
+12,900
212
$177K 0.04%
1,901
-10
213
$176K 0.04%
901
-4
214
$171K 0.04%
4,340
-26
215
$171K 0.04%
+3,026
216
$171K 0.04%
2,207
217
$169K 0.04%
9,830
-65
218
$155K 0.03%
1,270
219
$155K 0.03%
6,420
220
$151K 0.03%
272
-10
221
$145K 0.03%
+5,497
222
$145K 0.03%
+3,656
223
$127K 0.03%
324
-2
224
$122K 0.03%
1,207
+1,181
225
$93.5K 0.02%
4,521
-4,128
7 8
9
10 11