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
$475M
AUM Growth
+$7.07M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
466
New
Increased
Reduced
Closed

Top Buys

1
+$9.8M
2
+$9.51M
3
+$9.29M
4
BMY icon
Bristol-Myers Squibb
BMY
+$7.76M
5
XEL icon
Xcel Energy
XEL
+$7.45M

Top Sells

1
+$8.83M
2
+$8.73M
3
+$8.07M
4
AA icon
Alcoa
AA
+$7.51M
5
DHI icon
D.R. Horton
DHI
+$7.3M

Sector Composition

1 Financials 19.81%
2 Technology 18.49%
3 Communication Services 12.21%
4 Industrials 8.98%
5 Consumer Discretionary 8.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$233K 0.05%
15,154
+529
227
$232K 0.05%
+5,613
228
$231K 0.05%
12,175
+758
229
$231K 0.05%
35,099
+1,269
230
$230K 0.05%
8,179
-134
231
$228K 0.05%
+4,917
232
$225K 0.05%
1,486
+135
233
$225K 0.05%
+10,209
234
$222K 0.05%
21,757
-563
235
$221K 0.05%
1,371
-36
236
$220K 0.05%
1,956
+73
237
$219K 0.05%
1,417
+1,332
238
$218K 0.05%
2,470
-895
239
$217K 0.05%
+23,015
240
$216K 0.05%
+16,404
241
$213K 0.05%
10,757
-54
242
$211K 0.04%
+27,154
243
$200K 0.04%
1,788
-15
244
$199K 0.04%
4,481
-20
245
$193K 0.04%
+16,932
246
$190K 0.04%
5,628
+5,129
247
$187K 0.04%
2,459
+2,126
248
$186K 0.04%
644
+632
249
$184K 0.04%
+4,985
250
$183K 0.04%
543
+490
8 9
10
11 12