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
$279M
AUM Growth
+$4.44M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
382
New
Increased
Reduced
Closed

Top Buys

1
+$4.61M
2
+$4.57M
3
+$4.51M
4
ESRX
Express Scripts Holding Company
ESRX
+$4.49M
5
UHS icon
Universal Health Services
UHS
+$4.24M

Top Sells

1
+$5.42M
2
+$4.55M
3
+$4.48M
4
ALV icon
Autoliv
ALV
+$4.38M
5
PUK icon
Prudential
PUK
+$3.89M

Sector Composition

1 Technology 26.3%
2 Healthcare 15.61%
3 Consumer Discretionary 11.32%
4 Financials 10.99%
5 Industrials 8.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$15K 0.01%
+594
227
$15K 0.01%
+150
228
$14K 0.01%
29
229
$14K 0.01%
+85
230
$14K 0.01%
87
231
$13K ﹤0.01%
79
-378
232
$13K ﹤0.01%
224
233
$13K ﹤0.01%
+69
234
$12K ﹤0.01%
300
235
$11K ﹤0.01%
243
236
$10K ﹤0.01%
90
-90
237
$10K ﹤0.01%
52
238
$9K ﹤0.01%
100
239
$9K ﹤0.01%
215
+135
240
$9K ﹤0.01%
166
241
$9K ﹤0.01%
362
242
$9K ﹤0.01%
+191
243
$8K ﹤0.01%
131
244
$8K ﹤0.01%
155
245
$8K ﹤0.01%
+175
246
$8K ﹤0.01%
463
247
$7K ﹤0.01%
239
248
$7K ﹤0.01%
500
249
$6K ﹤0.01%
84
-2,000
250
$6K ﹤0.01%
48
8 9
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