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
+$118K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
440
New
Increased
Reduced
Closed

Top Buys

1
+$9.48M
2
+$8.17M
3
+$8.15M
4
AVB icon
AvalonBay Communities
AVB
+$7.98M
5
CAT icon
Caterpillar
CAT
+$7.53M

Top Sells

1
+$12.5M
2
+$9.22M
3
+$9.14M
4
CTLT
CATALENT, INC.
CTLT
+$7.93M
5
LRCX icon
Lam Research
LRCX
+$7.87M

Sector Composition

1 Financials 20.84%
2 Technology 16.2%
3 Industrials 12.29%
4 Consumer Discretionary 10.68%
5 Communication Services 10.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$258K 0.06%
1,542
202
$252K 0.05%
1,897
203
$251K 0.05%
+6,498
204
$245K 0.05%
11,417
205
$243K 0.05%
3,572
-35
206
$241K 0.05%
1,439
+6
207
$232K 0.05%
1,351
208
$229K 0.05%
50,197
-260
209
$229K 0.05%
4,624
-24
210
$227K 0.05%
1,883
+40
211
$227K 0.05%
4,501
+220
212
$223K 0.05%
525
-2
213
$222K 0.05%
+6,752
214
$221K 0.05%
+10,009
215
$219K 0.05%
129
-9
216
$219K 0.05%
13,886
+111
217
$218K 0.05%
4,802
-3
218
$214K 0.05%
4,890
219
$213K 0.05%
3,919
220
$210K 0.04%
13,381
+77
221
$207K 0.04%
1,735
222
$199K 0.04%
33,830
+27
223
$197K 0.04%
11,559
+152
224
$197K 0.04%
+3,468
225
$195K 0.04%
4,043
-445
7 8
9
10 11