CIM
Contravisory Investment Management Portfolio holdings
AUM
$508M
1-Year Return
23.42%
This Quarter Return
-12.69%
1 Year Return
+23.42%
3 Year Return
+97.74%
5 Year Return
+193.46%
10 Year Return
+427.78%
AUM
$232M
AUM Growth
-$46.9M
(-17%)
Cap. Flow
-$15.9M
Cap. Flow
% of AUM
-6.87%
Top 10 Holdings %
Top 10 Hldgs %
25.02%
Holding
362
New
77
Increased
104
Reduced
62
Closed
70
Top Buys
| 1 |
Mid-America Apartment Communities
MAA
|
$4.51M |
| 2 |
Equity Residential
EQR
|
$4.23M |
| 3 |
LSI
Life Storage, Inc.
LSI
|
$4.08M |
| 4 |
BioMarin Pharmaceuticals
BMRN
|
$3.97M |
| 5 |
Sysco
SYY
|
$3.54M |
Top Sells
| 1 |
ANSS
Ansys
ANSS
|
$7.67M |
| 2 |
PX
Praxair Inc
PX
|
$5.18M |
| 3 |
Diamondback Energy
FANG
|
$4.61M |
| 4 |
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% |
