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
$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 15.64%
3 Consumer Staples 14.25%
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
$3K ﹤0.01%
61
229
$3K ﹤0.01%
28
230
$3K ﹤0.01%
54
231
$3K ﹤0.01%
87
232
$3K ﹤0.01%
57
233
$3K ﹤0.01%
37
234
$3K ﹤0.01%
+107
235
$3K ﹤0.01%
+129
236
$3K ﹤0.01%
+105
237
$3K ﹤0.01%
81
238
$3K ﹤0.01%
32
239
$3K ﹤0.01%
64
240
$3K ﹤0.01%
44
241
$3K ﹤0.01%
23
242
$3K ﹤0.01%
51
243
$3K ﹤0.01%
12
244
$3K ﹤0.01%
36
245
$3K ﹤0.01%
68
246
$3K ﹤0.01%
49
247
$3K ﹤0.01%
82
248
$3K ﹤0.01%
60
249
$3K ﹤0.01%
70
250
$3K ﹤0.01%
45
8 9
10
11 12