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
$371M
AUM Growth
+$41.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
333
New
Increased
Reduced
Closed

Top Buys

1
+$6.1M
2
+$5.97M
3
+$5.48M
4
MS icon
Morgan Stanley
MS
+$5.32M
5
SPG icon
Simon Property Group
SPG
+$5.3M

Top Sells

1
+$6.05M
2
+$5.87M
3
+$5.13M
4
UNP icon
Union Pacific
UNP
+$4.94M
5
IP icon
International Paper
IP
+$4.82M

Sector Composition

1 Financials 18.49%
2 Technology 18.33%
3 Healthcare 11.79%
4 Industrials 10.06%
5 Real Estate 8.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$15K ﹤0.01%
354
252
$14K ﹤0.01%
540
+48
253
$14K ﹤0.01%
300
254
$12K ﹤0.01%
201
255
$12K ﹤0.01%
115
-87
256
$12K ﹤0.01%
36
257
$11K ﹤0.01%
463
258
$9K ﹤0.01%
+85
259
$8K ﹤0.01%
52
260
$8K ﹤0.01%
88
261
$8K ﹤0.01%
422
+28
262
$7K ﹤0.01%
121
-118
263
$7K ﹤0.01%
51
264
$7K ﹤0.01%
500
265
$6K ﹤0.01%
390
266
$6K ﹤0.01%
+53
267
$5K ﹤0.01%
+144
268
$5K ﹤0.01%
+171
269
$5K ﹤0.01%
158
270
$5K ﹤0.01%
17
271
$5K ﹤0.01%
90
272
$5K ﹤0.01%
+58
273
$5K ﹤0.01%
11
274
$5K ﹤0.01%
87
275
$5K ﹤0.01%
300
-21,414
9 10
11
12 13