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
$279M
AUM Growth
+$4.44M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
382
New
Increased
Reduced
Closed

Top Buys

1
+$4.61M
2
+$4.57M
3
+$4.51M
4
ESRX
Express Scripts Holding Company
ESRX
+$4.49M
5
UHS icon
Universal Health Services
UHS
+$4.24M

Top Sells

1
+$5.42M
2
+$4.55M
3
+$4.48M
4
ALV icon
Autoliv
ALV
+$4.38M
5
PUK icon
Prudential
PUK
+$3.89M

Sector Composition

1 Technology 26.3%
2 Healthcare 15.61%
3 Consumer Discretionary 11.32%
4 Financials 10.99%
5 Industrials 8.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$1K ﹤0.01%
+21
277
$1K ﹤0.01%
5
278
$1K ﹤0.01%
+12
279
$1K ﹤0.01%
+15
280
$1K ﹤0.01%
12
-388
281
$1K ﹤0.01%
+26
282
$1K ﹤0.01%
+5
283
$1K ﹤0.01%
+14
284
$1K ﹤0.01%
+19
285
$1K ﹤0.01%
+25
286
– –
-24
287
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-42,464
288
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-3,960
289
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290
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292
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293
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295
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296
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297
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298
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299
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300
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-1,894
10 11
12
13 14