Philip A. Noonan
@Contravisory Investment Management, Inc.
Latest period2024 - Q4ReportedManaged Assets$467.679MTotal holdings392
Assets growth rate0.03%Assets growth rate (2-Q avg)1.79%Continuous growth in asset value5 quarters
Portfolio positions
This chart displays the top 10 holdings in Contravisory Investment Management, Inc.'s 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 392 positions.
Assets under management
The assets under management (AUM) of Contravisory Investment Management, Inc. over the past 10 years (40 quarters) show continuous growth in total asset value over the last 5 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 467.679M in assets, with a quarterly growth rate of 0.03% and a 2-quarter average growth rate of 1.79%. The portfolio is managed by Philip A. Noonan, and others.
Portfolio holdings
Investment | Portfolio % | Reported Value | Recent Activity |
---|---|---|---|
XLYSelect Sector Spdr Tr
| 0.22% | $1.009M 4,498 shares@ $224.35 avg price | Decreased -5.66% |
ITGartner Inc
| 0.21% | $947,139 1,955 shares@ $484.48 avg price | Decreased -0.25% |
FICOFair Isaac Corp
| 0.21% | $937,728 471 shares@ $1990.93 avg price | Decreased -0.84% |
ECLEcolab Inc
| 0.2% | $910,099 3,884 shares@ $234.33 avg price | Decreased -2.48% |
PTCPtc Inc
| 0.2% | $892,873 4,856 shares@ $183.88 avg price | Decreased -0.12% |
MARMarriott Intl Inc New
| 0.19% | $845,188 3,030 shares@ $278.94 avg price | Decreased -3.44% |
AZOAutozone Inc
| 0.17% | $787,692 246 shares@ $3202.0 avg price | Decreased -3.52% |
NVDANvidia Corporation
| 0.16% | $739,401 5,506 shares@ $134.3 avg price | Decreased -13.18% |
PCGPg&e Corp
| 0.16% | $726,460 35,999 shares@ $20.19 avg price | Decreased -0.07% |
AVGOBroadcom Inc
| 0.16% | $723,109 3,119 shares@ $231.85 avg price | Decreased -9.06% |