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
$475M
AUM Growth
+$7.07M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
466
New
Increased
Reduced
Closed

Top Buys

1
+$9.8M
2
+$9.51M
3
+$9.29M
4
BMY icon
Bristol-Myers Squibb
BMY
+$7.76M
5
XEL icon
Xcel Energy
XEL
+$7.45M

Top Sells

1
+$8.83M
2
+$8.73M
3
+$8.07M
4
AA icon
Alcoa
AA
+$7.51M
5
DHI icon
D.R. Horton
DHI
+$7.3M

Sector Composition

1 Financials 19.81%
2 Technology 18.49%
3 Communication Services 12.21%
4 Industrials 8.98%
5 Consumer Discretionary 8.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$179K 0.04%
1,711
+847
252
$167K 0.04%
1,413
+720
253
$164K 0.03%
561
+451
254
$158K 0.03%
490
+202
255
$157K 0.03%
1,987
256
$156K 0.03%
6,420
257
$154K 0.03%
9,992
-17
258
$151K 0.03%
1,294
-2,677
259
$149K 0.03%
782
-760
260
$146K 0.03%
882
+546
261
$145K 0.03%
+2,000
262
$144K 0.03%
4,043
263
$136K 0.03%
6,148
-1,059
264
$132K 0.03%
587
-1,470
265
$114K 0.02%
203
+9
266
$105K 0.02%
4,000
+1,148
267
$104K 0.02%
3,495
-95
268
$99K 0.02%
989
-1,788
269
$97.2K 0.02%
+1,083
270
$93.9K 0.02%
1,129
-1,971
271
$71.1K 0.02%
300
272
$69.3K 0.01%
+2,600
273
$69.3K 0.01%
454
+228
274
$66.4K 0.01%
333
+16
275
$58.4K 0.01%
1,680
-6,938
9 10
11
12 13