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
$232M
AUM Growth
-$46.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
362
New
Increased
Reduced
Closed

Top Buys

1
+$4.51M
2
+$4.23M
3
+$4.08M
4
BMRN icon
BioMarin Pharmaceuticals
BMRN
+$3.97M
5
SYY icon
Sysco
SYY
+$3.54M

Top Sells

1
+$7.67M
2
+$5.18M
3
+$4.61M
4
WLK icon
Westlake Corp
WLK
+$4.58M
5
MB
MINDBODY, Inc. Class A Common Stock
MB
+$4.57M

Sector Composition

1 Technology 25.27%
2 Healthcare 18.75%
3 Financials 10.86%
4 Consumer Discretionary 9.61%
5 Consumer Staples 7.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$7K ﹤0.01%
131
252
$7K ﹤0.01%
215
253
$7K ﹤0.01%
500
254
$7K ﹤0.01%
334
-28
255
$7K ﹤0.01%
463
256
$6K ﹤0.01%
+130
257
$6K ﹤0.01%
175
258
$5K ﹤0.01%
390
259
$5K ﹤0.01%
122
260
$5K ﹤0.01%
54
261
$4K ﹤0.01%
+81
262
$4K ﹤0.01%
32
263
$4K ﹤0.01%
300
264
$3K ﹤0.01%
+25
265
$3K ﹤0.01%
+245
266
$3K ﹤0.01%
84
267
$3K ﹤0.01%
37
268
$3K ﹤0.01%
+41
269
$3K ﹤0.01%
210
270
$2K ﹤0.01%
16
271
$2K ﹤0.01%
19
272
$2K ﹤0.01%
+18
273
$2K ﹤0.01%
+100
274
$2K ﹤0.01%
60
275
$2K ﹤0.01%
37
9 10
11
12 13