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
$294M
AUM Growth
-$16.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
337
New
Increased
Reduced
Closed

Top Buys

1
+$6.15M
2
+$5.95M
3
+$5.85M
4
HPQ icon
HP
HPQ
+$5.81M
5
TRMB icon
Trimble
TRMB
+$5.68M

Top Sells

1
+$8.7M
2
+$7.18M
3
+$6.94M
4
KO icon
Coca-Cola
KO
+$6.85M
5
CLX icon
Clorox
CLX
+$6.69M

Sector Composition

1 Industrials 19.75%
2 Technology 15.64%
3 Consumer Staples 14.25%
4 Financials 11.58%
5 Healthcare 7.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$3K ﹤0.01%
150
252
$3K ﹤0.01%
172
253
$3K ﹤0.01%
40
254
$2K ﹤0.01%
5
255
$2K ﹤0.01%
61
256
$2K ﹤0.01%
+41
257
$2K ﹤0.01%
42
258
$2K ﹤0.01%
22
259
$2K ﹤0.01%
38
260
$2K ﹤0.01%
210
-54
261
$2K ﹤0.01%
40
262
$2K ﹤0.01%
16
263
$2K ﹤0.01%
27
264
$2K ﹤0.01%
+82
265
$2K ﹤0.01%
+33
266
$2K ﹤0.01%
102
267
$2K ﹤0.01%
29
268
$2K ﹤0.01%
78
269
$1K ﹤0.01%
13
270
$1K ﹤0.01%
36
271
$1K ﹤0.01%
15
272
$1K ﹤0.01%
12
273
$1K ﹤0.01%
14
274
$1K ﹤0.01%
+41
275
$1K ﹤0.01%
+38
9 10
11
12 13