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
$284M
AUM Growth
-$10.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
351
New
Increased
Reduced
Closed

Top Buys

1
+$6.38M
2
+$6.22M
3
+$6.01M
4
FANG icon
Diamondback Energy
FANG
+$5.49M
5
GLW icon
Corning
GLW
+$5.4M

Top Sells

1
+$10.2M
2
+$8.27M
3
+$8.15M
4
NI icon
NiSource
NI
+$7.63M
5
MKC icon
McCormick & Company Non-Voting
MKC
+$6.96M

Sector Composition

1 Technology 22.84%
2 Industrials 19.22%
3 Financials 16.42%
4 Energy 11.43%
5 Healthcare 7.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$1K ﹤0.01%
20
277
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11
278
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25
279
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17
280
$1K ﹤0.01%
40
281
$1K ﹤0.01%
6
282
$1K ﹤0.01%
14
283
$1K ﹤0.01%
64
284
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285
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286
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287
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288
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-1,399
289
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290
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293
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294
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296
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297
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299
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300
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-13
10 11
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13 14