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
$308M
AUM Growth
-$44.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
394
New
Increased
Reduced
Closed

Top Buys

1
+$6.77M
2
+$6.76M
3
+$6.44M
4
RSG icon
Republic Services
RSG
+$6.08M
5
BDX icon
Becton Dickinson
BDX
+$6.07M

Top Sells

1
+$8.06M
2
+$8.03M
3
+$7.1M
4
ZTS icon
Zoetis
ZTS
+$6.57M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$6.5M

Sector Composition

1 Healthcare 18.62%
2 Financials 14.7%
3 Energy 12.88%
4 Consumer Staples 11.59%
5 Industrials 9.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$16K 0.01%
300
252
$14K ﹤0.01%
1,000
253
$14K ﹤0.01%
708
+168
254
$13K ﹤0.01%
354
255
$11K ﹤0.01%
425
256
$9K ﹤0.01%
115
-4,311
257
$9K ﹤0.01%
463
258
$8K ﹤0.01%
+140
259
$8K ﹤0.01%
201
260
$8K ﹤0.01%
36
261
$7K ﹤0.01%
88
-260
262
$7K ﹤0.01%
422
263
$7K ﹤0.01%
155
264
$6K ﹤0.01%
143
265
$6K ﹤0.01%
121
266
$6K ﹤0.01%
+114
267
$6K ﹤0.01%
+35
268
$6K ﹤0.01%
53
269
$5K ﹤0.01%
108
270
$5K ﹤0.01%
58
271
$5K ﹤0.01%
109
272
$5K ﹤0.01%
59
273
$5K ﹤0.01%
90
274
$5K ﹤0.01%
176
275
$5K ﹤0.01%
216
9 10
11
12 13