CIM

Contravisory Investment Management Portfolio holdings

AUM $505M
1-Year Est. Return 22.57%
This Quarter Est. Return
1 Year Est. Return
+22.57%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$294M
AUM Growth
-$16.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
337
New
Increased
Reduced
Closed

Top Buys

1
+$6.15M
2
+$5.95M
3
+$5.85M
4
HPQ icon
HP
HPQ
+$5.81M
5
TRMB icon
Trimble
TRMB
+$5.68M

Top Sells

1
+$8.7M
2
+$7.18M
3
+$6.94M
4
KO icon
Coca-Cola
KO
+$6.85M
5
CLX icon
Clorox
CLX
+$6.69M

Sector Composition

1 Industrials 19.75%
2 Technology 15.63%
3 Consumer Staples 14.3%
4 Financials 11.58%
5 Healthcare 7.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$3K ﹤0.01%
38
227
$3K ﹤0.01%
55
228
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28
229
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54
230
$3K ﹤0.01%
87
231
$3K ﹤0.01%
57
232
$3K ﹤0.01%
37
233
$3K ﹤0.01%
+107
234
$3K ﹤0.01%
+129
235
$3K ﹤0.01%
+105
236
$3K ﹤0.01%
81
237
$3K ﹤0.01%
32
238
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64
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$3K ﹤0.01%
44
240
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23
241
$3K ﹤0.01%
51
242
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12
243
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36
244
$3K ﹤0.01%
68
245
$3K ﹤0.01%
49
246
$3K ﹤0.01%
82
247
$3K ﹤0.01%
60
248
$3K ﹤0.01%
70
249
$3K ﹤0.01%
45
250
$3K ﹤0.01%
150
8 9
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11 12