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
$274M
AUM Growth
+$3.17M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
380
New
Increased
Reduced
Closed

Top Buys

1
+$5.34M
2
+$5M
3
+$4.72M
4
VMW
VMware, Inc
VMW
+$4.59M
5
ABT icon
Abbott
ABT
+$4.52M

Top Sells

1
+$7.88M
2
+$6.01M
3
+$5.73M
4
AMP icon
Ameriprise Financial
AMP
+$5.34M
5
TRMB icon
Trimble
TRMB
+$4.77M

Sector Composition

1 Technology 25.5%
2 Consumer Discretionary 16.14%
3 Financials 13.84%
4 Healthcare 12.18%
5 Industrials 10.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$34K 0.01%
60
227
$29K 0.01%
1,186
+392
228
$28K 0.01%
355
229
$27K 0.01%
201
230
$27K 0.01%
400
231
$27K 0.01%
101
+39
232
$23K 0.01%
425
233
$23K 0.01%
376
234
$22K 0.01%
676
235
$19K 0.01%
800
236
$19K 0.01%
+202
237
$19K 0.01%
+229
238
$19K 0.01%
+389
239
$18K 0.01%
54
240
$18K 0.01%
253
241
$18K 0.01%
440
242
$18K 0.01%
226
243
$18K 0.01%
162
244
$18K 0.01%
129
+94
245
$17K 0.01%
158
+8
246
$17K 0.01%
117
247
$17K 0.01%
75
248
$17K 0.01%
180
-10
249
$17K 0.01%
149
250
$17K 0.01%
68
8 9
10
11 12