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
$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
301
$4K ﹤0.01%
32
302
$4K ﹤0.01%
2
303
$4K ﹤0.01%
36
304
$4K ﹤0.01%
+122
305
$4K ﹤0.01%
+31
306
$4K ﹤0.01%
32
307
$4K ﹤0.01%
71
308
$4K ﹤0.01%
54
309
$4K ﹤0.01%
+13
310
$3K ﹤0.01%
60
311
$3K ﹤0.01%
80
312
$3K ﹤0.01%
60
-90
313
$2K ﹤0.01%
27
314
$2K ﹤0.01%
23
315
$2K ﹤0.01%
8
316
$2K ﹤0.01%
17
317
$2K ﹤0.01%
40
318
$2K ﹤0.01%
74
319
$1K ﹤0.01%
22
320
$1K ﹤0.01%
+20
321
$1K ﹤0.01%
17
322
$1K ﹤0.01%
5
323
$1K ﹤0.01%
+13
324
– –
-5,923
325
– –
-46
11 12
13
14 15