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
$279M
AUM Growth
+$4.44M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
382
New
Increased
Reduced
Closed

Top Buys

1
+$4.61M
2
+$4.57M
3
+$4.51M
4
ESRX
Express Scripts Holding Company
ESRX
+$4.49M
5
UHS icon
Universal Health Services
UHS
+$4.24M

Top Sells

1
+$5.42M
2
+$4.55M
3
+$4.48M
4
ALV icon
Autoliv
ALV
+$4.38M
5
PUK icon
Prudential
PUK
+$3.89M

Sector Composition

1 Technology 26.3%
2 Healthcare 15.61%
3 Consumer Discretionary 11.32%
4 Financials 10.99%
5 Industrials 8.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$5K ﹤0.01%
390
252
$5K ﹤0.01%
122
253
$5K ﹤0.01%
32
254
$5K ﹤0.01%
300
255
$5K ﹤0.01%
25
256
$4K ﹤0.01%
32
257
$4K ﹤0.01%
+36
258
$4K ﹤0.01%
+210
259
$4K ﹤0.01%
71
260
$4K ﹤0.01%
54
261
$4K ﹤0.01%
13
262
$3K ﹤0.01%
19
-49
263
$3K ﹤0.01%
37
+14
264
$2K ﹤0.01%
+50
265
$2K ﹤0.01%
+16
266
$2K ﹤0.01%
+31
267
$2K ﹤0.01%
16
-43,377
268
$2K ﹤0.01%
+19
269
$2K ﹤0.01%
60
270
$2K ﹤0.01%
+37
271
$2K ﹤0.01%
40
272
$2K ﹤0.01%
+19
273
$1K ﹤0.01%
+13
274
$1K ﹤0.01%
17
275
$1K ﹤0.01%
+12
9 10
11
12 13