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
$371M
AUM Growth
+$41.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
333
New
Increased
Reduced
Closed

Top Buys

1
+$6.1M
2
+$5.97M
3
+$5.48M
4
MS icon
Morgan Stanley
MS
+$5.32M
5
SPG icon
Simon Property Group
SPG
+$5.3M

Top Sells

1
+$6.05M
2
+$5.87M
3
+$5.13M
4
UNP icon
Union Pacific
UNP
+$4.94M
5
IP icon
International Paper
IP
+$4.82M

Sector Composition

1 Financials 18.49%
2 Technology 18.33%
3 Healthcare 11.79%
4 Industrials 10.06%
5 Real Estate 8.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$46K 0.01%
300
227
$41K 0.01%
185
228
$40K 0.01%
+363
229
$40K 0.01%
+725
230
$40K 0.01%
+954
231
$40K 0.01%
+873
232
$40K 0.01%
+730
233
$39K 0.01%
+298
234
$39K 0.01%
208
-32,276
235
$37K 0.01%
811
236
$36K 0.01%
+1,886
237
$36K 0.01%
307
-50,077
238
$34K 0.01%
331
239
$32K 0.01%
175
240
$31K 0.01%
1,644
-3,498
241
$29K 0.01%
1,557
242
$24K 0.01%
592
243
$23K 0.01%
+50
244
$21K 0.01%
+140
245
$20K 0.01%
100
246
$20K 0.01%
+655
247
$19K 0.01%
+115
248
$19K 0.01%
+133
249
$18K ﹤0.01%
1,000
250
$17K ﹤0.01%
425
8 9
10
11 12