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
326
$14.9K ﹤0.01%
29
327
$14.8K ﹤0.01%
400
-216
328
$14.7K ﹤0.01%
29
-12
329
$14.5K ﹤0.01%
1,000
330
$14.5K ﹤0.01%
296
-119
331
$14.3K ﹤0.01%
145
-58
332
$14K ﹤0.01%
71
-26
333
$13.1K ﹤0.01%
265
-125
334
$12.9K ﹤0.01%
90
-32
335
$12.3K ﹤0.01%
78
-48
336
$12.2K ﹤0.01%
116
-45
337
$12.1K ﹤0.01%
152
338
$11K ﹤0.01%
121
339
$10K ﹤0.01%
16
340
$9.17K ﹤0.01%
225
341
$8.88K ﹤0.01%
449
+7
342
$7.41K ﹤0.01%
28
343
$7.07K ﹤0.01%
115
-11,307
344
$6.82K ﹤0.01%
95
345
$5.59K ﹤0.01%
11
346
$5.55K ﹤0.01%
39
-11
347
$5.24K ﹤0.01%
20
348
$3.65K ﹤0.01%
+23
349
$3.65K ﹤0.01%
6
350
$3.48K ﹤0.01%
49
+41
12 13
14
15 16