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
$274M
AUM Growth
+$3.17M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
380
New
Increased
Reduced
Closed

Top Buys

1
+$5.34M
2
+$5M
3
+$4.72M
4
VMW
VMware, Inc
VMW
+$4.59M
5
ABT icon
Abbott
ABT
+$4.52M

Top Sells

1
+$7.88M
2
+$6.01M
3
+$5.73M
4
AMP icon
Ameriprise Financial
AMP
+$5.34M
5
TRMB icon
Trimble
TRMB
+$4.77M

Sector Composition

1 Technology 25.5%
2 Consumer Discretionary 16.14%
3 Financials 13.84%
4 Healthcare 12.18%
5 Industrials 10.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$8K ﹤0.01%
100
277
$8K ﹤0.01%
155
278
$8K ﹤0.01%
94
+9
279
$7K ﹤0.01%
52
-31
280
$7K ﹤0.01%
500
281
$7K ﹤0.01%
405
282
$6K ﹤0.01%
65
283
$6K ﹤0.01%
190
284
$6K ﹤0.01%
373
285
$6K ﹤0.01%
105
286
$6K ﹤0.01%
136
287
$6K ﹤0.01%
113
288
$6K ﹤0.01%
233
+33
289
$6K ﹤0.01%
239
290
$5K ﹤0.01%
131
291
$5K ﹤0.01%
390
292
$5K ﹤0.01%
+48
293
$5K ﹤0.01%
49
294
$5K ﹤0.01%
32
295
$5K ﹤0.01%
14
296
$5K ﹤0.01%
48
297
$5K ﹤0.01%
46
298
$5K ﹤0.01%
300
299
$5K ﹤0.01%
25
300
$5K ﹤0.01%
38
10 11
12
13 14