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
$468M
AUM Growth
+$16M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
408
New
Increased
Reduced
Closed

Top Buys

1
+$8.38M
2
+$8.14M
3
+$7.7M
4
EQR icon
Equity Residential
EQR
+$7.68M
5
NEE icon
NextEra Energy
NEE
+$7.58M

Top Sells

1
+$10.9M
2
+$9.96M
3
+$9.04M
4
SHOP icon
Shopify
SHOP
+$7.95M
5
ABNB icon
Airbnb
ABNB
+$7.59M

Sector Composition

1 Financials 19.97%
2 Technology 19.69%
3 Industrials 11.24%
4 Consumer Discretionary 9.48%
5 Communication Services 9.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$236K 0.05%
+4,890
202
$234K 0.05%
1,542
203
$230K 0.05%
+4,281
204
$230K 0.05%
+1,843
205
$229K 0.05%
+8,371
206
$228K 0.05%
4,805
+96
207
$227K 0.05%
+1,351
208
$224K 0.05%
+708
209
$219K 0.05%
13,775
+270
210
$216K 0.05%
+10,811
211
$216K 0.05%
+33,803
212
$214K 0.05%
+5,766
213
$210K 0.04%
4,648
+101
214
$201K 0.04%
1,595
215
$201K 0.04%
4,208
216
$200K 0.04%
2,407
+513
217
$199K 0.04%
1,223
218
$197K 0.04%
+11,407
219
$192K 0.04%
4,538
220
$190K 0.04%
+660
221
$181K 0.04%
+4,488
222
$175K 0.04%
2,207
223
$174K 0.04%
2,995
+32
224
$173K 0.04%
+2,147
225
$163K 0.04%
+1,373
7 8
9
10 11