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
$274M
AUM Growth
+$3.17M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
380
New
Increased
Reduced
Closed

Top Buys

1
+$5.34M
2
+$5M
3
+$4.72M
4
VMW
VMware, Inc
VMW
+$4.59M
5
ABT icon
Abbott
ABT
+$4.52M

Top Sells

1
+$7.88M
2
+$6.01M
3
+$5.73M
4
AMP icon
Ameriprise Financial
AMP
+$5.34M
5
TRMB icon
Trimble
TRMB
+$4.77M

Sector Composition

1 Technology 25.5%
2 Consumer Discretionary 16.14%
3 Financials 13.84%
4 Healthcare 12.18%
5 Industrials 10.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$16K 0.01%
+549
252
$16K 0.01%
241
253
$15K 0.01%
155
254
$15K 0.01%
79
255
$15K 0.01%
84
256
$14K 0.01%
+89
257
$14K 0.01%
29
258
$14K 0.01%
200
-139
259
$14K 0.01%
288
260
$14K 0.01%
+87
261
$14K 0.01%
354
262
$13K ﹤0.01%
44
263
$13K ﹤0.01%
300
264
$12K ﹤0.01%
+243
265
$12K ﹤0.01%
224
-13
266
$11K ﹤0.01%
1,015
267
$11K ﹤0.01%
996
-35,496
268
$10K ﹤0.01%
300
269
$10K ﹤0.01%
166
270
$9K ﹤0.01%
68
271
$9K ﹤0.01%
362
272
$9K ﹤0.01%
+52
273
$9K ﹤0.01%
463
274
$8K ﹤0.01%
24
-1
275
$8K ﹤0.01%
100
9 10
11
12 13