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
$284M
AUM Growth
-$10.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
351
New
Increased
Reduced
Closed

Top Buys

1
+$6.38M
2
+$6.22M
3
+$6.01M
4
FANG icon
Diamondback Energy
FANG
+$5.49M
5
GLW icon
Corning
GLW
+$5.4M

Top Sells

1
+$10.2M
2
+$8.27M
3
+$8.15M
4
NI icon
NiSource
NI
+$7.63M
5
MKC icon
McCormick & Company Non-Voting
MKC
+$6.96M

Sector Composition

1 Technology 22.84%
2 Industrials 19.22%
3 Financials 16.42%
4 Energy 11.43%
5 Healthcare 7.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$6K ﹤0.01%
80
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$5K ﹤0.01%
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39
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80
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45
234
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128
236
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120
237
$3K ﹤0.01%
58
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38
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55
240
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61
241
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28
242
$3K ﹤0.01%
54
243
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$3K ﹤0.01%
37
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$3K ﹤0.01%
81
246
$3K ﹤0.01%
44
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$3K ﹤0.01%
51
248
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12
249
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68
250
$3K ﹤0.01%
38
8 9
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