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
$272M
AUM Growth
+$46.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
346
New
Increased
Reduced
Closed

Top Buys

1
+$6.46M
2
+$5.38M
3
+$5.3M
4
CAH icon
Cardinal Health
CAH
+$5M
5
MTD icon
Mettler-Toledo International
MTD
+$4.87M

Top Sells

1
+$6.44M
2
+$4.56M
3
+$4.16M
4
ROST icon
Ross Stores
ROST
+$4.03M
5
DIS icon
Walt Disney
DIS
+$3.94M

Sector Composition

1 Technology 23.4%
2 Healthcare 18.72%
3 Financials 12.56%
4 Consumer Staples 11.35%
5 Industrials 8.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
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$0 ﹤0.01%
9
344
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346
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