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
$371M
AUM Growth
+$41.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
333
New
Increased
Reduced
Closed

Top Buys

1
+$6.1M
2
+$5.97M
3
+$5.48M
4
MS icon
Morgan Stanley
MS
+$5.32M
5
SPG icon
Simon Property Group
SPG
+$5.3M

Top Sells

1
+$6.05M
2
+$5.87M
3
+$5.13M
4
UNP icon
Union Pacific
UNP
+$4.94M
5
IP icon
International Paper
IP
+$4.82M

Sector Composition

1 Financials 18.49%
2 Technology 18.33%
3 Healthcare 11.79%
4 Industrials 10.06%
5 Real Estate 8.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$4K ﹤0.01%
+11
277
$4K ﹤0.01%
+123
278
$4K ﹤0.01%
17
279
$3K ﹤0.01%
+217
280
$2K ﹤0.01%
+500
281
– –
-7,221
282
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-134,803
283
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-1,598
284
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-4,342
285
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-4,576
286
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-5,868
287
– –
-6,820
288
– –
-162,060
289
– –
-15,129
290
– –
-4,500
291
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-4,228
292
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-9,919
293
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-2,193
294
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-11,869
295
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-2,373
296
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-239
297
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-39,282
298
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-91,032
299
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-3,246
300
– –
-20,166
10 11
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