CIM

Contravisory Investment Management Portfolio holdings

AUM $505M
1-Year Est. Return 22.57%
This Quarter Est. Return
1 Year Est. Return
+22.57%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$508M
AUM Growth
+$33.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
461
New
Increased
Reduced
Closed

Top Buys

1
+$9.75M
2
+$9.26M
3
+$9.06M
4
IBM icon
IBM
IBM
+$9.05M
5
USFD icon
US Foods
USFD
+$8.41M

Top Sells

1
+$9.92M
2
+$9.29M
3
+$8.64M
4
PNC icon
PNC Financial Services
PNC
+$8.15M
5
FITB icon
Fifth Third Bancorp
FITB
+$7.78M

Sector Composition

1 Financials 19.4%
2 Technology 16.5%
3 Communication Services 14.51%
4 Industrials 10.18%
5 Healthcare 8.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$194K 0.04%
500
-1,985
252
$192K 0.04%
782
253
$175K 0.03%
5,760
+1,717
254
$174K 0.03%
549
+438
255
$174K 0.03%
1,413
256
$172K 0.03%
5,628
257
$171K 0.03%
1,294
258
$162K 0.03%
3,495
259
$158K 0.03%
1,987
260
$157K 0.03%
6,420
261
$150K 0.03%
645
+58
262
$149K 0.03%
6,107
-41
263
$143K 0.03%
4,232
-17,623
264
$142K 0.03%
230
+27
265
$129K 0.03%
2,675
-14,285
266
$111K 0.02%
3,948
-52
267
$81.9K 0.02%
470
-56,899
268
$77.3K 0.02%
358
+25
269
$76.8K 0.02%
300
270
$74.7K 0.01%
454
271
$73.1K 0.01%
734
-255
272
$61.5K 0.01%
182
273
$59.8K 0.01%
1,675
-3,310
274
$59.4K 0.01%
2,348
+148
275
$57.2K 0.01%
2,400
9 10
11
12 13