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
$284M
AUM Growth
-$10.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
351
New
Increased
Reduced
Closed

Top Buys

1
+$6.38M
2
+$6.22M
3
+$6.01M
4
FANG icon
Diamondback Energy
FANG
+$5.49M
5
GLW icon
Corning
GLW
+$5.4M

Top Sells

1
+$10.2M
2
+$8.27M
3
+$8.15M
4
NI icon
NiSource
NI
+$7.63M
5
MKC icon
McCormick & Company Non-Voting
MKC
+$6.96M

Sector Composition

1 Technology 22.84%
2 Industrials 19.22%
3 Financials 16.42%
4 Energy 11.43%
5 Healthcare 7.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$3K ﹤0.01%
49
252
$3K ﹤0.01%
82
253
$3K ﹤0.01%
60
254
$3K ﹤0.01%
70
255
$3K ﹤0.01%
45
256
$3K ﹤0.01%
172
257
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40
258
$3K ﹤0.01%
29
259
$2K ﹤0.01%
5
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61
261
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67
-38
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$2K ﹤0.01%
42
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36
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22
265
$2K ﹤0.01%
40
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27
267
$2K ﹤0.01%
68
-34
268
$2K ﹤0.01%
78
269
$1K ﹤0.01%
22
270
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36
271
$1K ﹤0.01%
15
272
$1K ﹤0.01%
14
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6
274
$1K ﹤0.01%
14
275
$1K ﹤0.01%
64
9 10
11
12 13