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
$475M
AUM Growth
+$7.07M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
466
New
Increased
Reduced
Closed

Top Buys

1
+$9.8M
2
+$9.51M
3
+$9.29M
4
BMY icon
Bristol-Myers Squibb
BMY
+$7.76M
5
XEL icon
Xcel Energy
XEL
+$7.45M

Top Sells

1
+$8.83M
2
+$8.73M
3
+$8.07M
4
AA icon
Alcoa
AA
+$7.51M
5
DHI icon
D.R. Horton
DHI
+$7.3M

Sector Composition

1 Financials 19.81%
2 Technology 18.49%
3 Communication Services 12.21%
4 Industrials 8.98%
5 Consumer Discretionary 8.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$53.4K 0.01%
182
277
$52.6K 0.01%
523
-135
278
$51.5K 0.01%
2,200
+480
279
$46.2K 0.01%
+2,400
280
$37.7K 0.01%
107
281
$35.8K 0.01%
619
+46
282
$29.7K 0.01%
125
283
$29.6K 0.01%
300
-21
284
$28.8K 0.01%
111
285
$26.5K 0.01%
20
-3
286
$26.5K 0.01%
3,759
287
$24.8K 0.01%
+80
288
$24.5K 0.01%
+470
289
$24.1K 0.01%
205
-46
290
$23.8K 0.01%
75
291
$23.3K ﹤0.01%
564
292
$23.3K ﹤0.01%
232
293
$23.2K ﹤0.01%
+240
294
$23K ﹤0.01%
81
295
$23K ﹤0.01%
489
-46
296
$22.9K ﹤0.01%
583
297
$22.5K ﹤0.01%
+653
298
$22.3K ﹤0.01%
+1,149
299
$22.1K ﹤0.01%
+1,088
300
$22.1K ﹤0.01%
337
10 11
12
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