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
$272M
AUM Growth
+$46.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
346
New
Increased
Reduced
Closed

Top Buys

1
+$6.46M
2
+$5.38M
3
+$5.3M
4
CAH icon
Cardinal Health
CAH
+$5M
5
MTD icon
Mettler-Toledo International
MTD
+$4.87M

Top Sells

1
+$6.44M
2
+$4.56M
3
+$4.16M
4
ROST icon
Ross Stores
ROST
+$4.03M
5
DIS icon
Walt Disney
DIS
+$3.94M

Sector Composition

1 Technology 23.4%
2 Healthcare 18.72%
3 Financials 12.56%
4 Consumer Staples 11.35%
5 Industrials 8.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$7K ﹤0.01%
354
227
$7K ﹤0.01%
36
228
$6K ﹤0.01%
390
229
$6K ﹤0.01%
239
230
$6K ﹤0.01%
500
231
$6K ﹤0.01%
155
232
$5K ﹤0.01%
463
233
$5K ﹤0.01%
87
234
$4K ﹤0.01%
51
235
$4K ﹤0.01%
90
236
$4K ﹤0.01%
300
237
$3K ﹤0.01%
59
238
$3K ﹤0.01%
21
239
$3K ﹤0.01%
+110
240
$3K ﹤0.01%
17
241
$3K ﹤0.01%
11
242
$2K ﹤0.01%
10
243
$2K ﹤0.01%
287
-1
244
$2K ﹤0.01%
17
245
$2K ﹤0.01%
18
246
$2K ﹤0.01%
60
247
$1K ﹤0.01%
68
248
$1K ﹤0.01%
56
249
$1K ﹤0.01%
5
250
– –
-28,070
8 9
10
11 12