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
$352M
AUM Growth
-$18.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
389
New
Increased
Reduced
Closed

Top Buys

1
+$6.62M
2
+$6.57M
3
+$6.43M
4
ELV icon
Elevance Health
ELV
+$6.34M
5
EIX icon
Edison International
EIX
+$6.32M

Top Sells

1
+$8.98M
2
+$8.74M
3
+$8.54M
4
JPM icon
JPMorgan Chase
JPM
+$5.65M
5
LEA icon
Lear
LEA
+$5.26M

Sector Composition

1 Financials 17.77%
2 Healthcare 14.81%
3 Energy 13.36%
4 Technology 12.51%
5 Real Estate 8.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$10.7M 3.04%
35,043
-735
2
$10.7M 3.03%
282,242
-11,113
3
$10.3M 2.91%
33,275
-1,169
4
$10.2M 2.88%
30,144
-1,199
5
$9.2M 2.61%
18,030
-619
6
$9.09M 2.58%
65,060
-1,700
7
$8.43M 2.39%
93,215
-2,201
8
$8.34M 2.37%
201,857
-6,992
9
$8.21M 2.33%
96,047
-1,989
10
$8.17M 2.32%
224,346
-2,656
11
$8.1M 2.3%
65,616
-1,227
12
$8.06M 2.29%
19,482
-333
13
$7.78M 2.21%
460,031
+5,477
14
$7.77M 2.21%
5,660
-89
15
$7.61M 2.16%
84,606
-1,603
16
$7.1M 2.01%
21,044
-519
17
$6.62M 1.88%
+93,736
18
$6.59M 1.87%
36,058
+13
19
$6.57M 1.86%
+22,946
20
$6.57M 1.86%
34,835
+1,017
21
$6.54M 1.86%
66,065
-1,721
22
$6.44M 1.83%
329,413
-3,688
23
$6.43M 1.82%
+19,743
24
$6.37M 1.81%
12,966
+12,916
25
$6.32M 1.79%
+90,189
1
2 3 4 5