CIM

Contravisory Investment Management Portfolio holdings

AUM $505M
1-Year Est. Return 22.57%
This Quarter Est. Return
1 Year Est. Return
+22.57%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$508M
AUM Growth
+$33.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
461
New
Increased
Reduced
Closed

Top Buys

1
+$9.75M
2
+$9.26M
3
+$9.06M
4
IBM icon
IBM
IBM
+$9.05M
5
USFD icon
US Foods
USFD
+$8.41M

Top Sells

1
+$9.92M
2
+$9.29M
3
+$8.64M
4
PNC icon
PNC Financial Services
PNC
+$8.15M
5
FITB icon
Fifth Third Bancorp
FITB
+$7.78M

Sector Composition

1 Financials 19.4%
2 Technology 16.5%
3 Communication Services 14.51%
4 Industrials 10.18%
5 Healthcare 8.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$247K 0.05%
+14,393
227
$247K 0.05%
2,470
228
$246K 0.05%
+5,435
229
$246K 0.05%
29,046
+1,892
230
$246K 0.05%
+12,067
231
$245K 0.05%
+6,787
232
$235K 0.05%
+6,509
233
$231K 0.05%
+1,677
234
$229K 0.05%
5,657
235
$228K 0.04%
1,433
-6
236
$227K 0.04%
+6,945
237
$226K 0.04%
+6,607
238
$225K 0.04%
1,711
239
$224K 0.04%
395
-131
240
$222K 0.04%
+3,069
241
$222K 0.04%
+8,096
242
$213K 0.04%
+21,191
243
$212K 0.04%
+3,670
244
$208K 0.04%
+18,033
245
$207K 0.04%
2,611
+152
246
$203K 0.04%
+15,102
247
$197K 0.04%
3,850
-10,480
248
$196K 0.04%
644
249
$196K 0.04%
10,757
250
$195K 0.04%
2,000
8 9
10
11 12