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
351
$3.42K ﹤0.01%
81
352
$3.39K ﹤0.01%
16
353
$3.35K ﹤0.01%
24
354
$3.28K ﹤0.01%
6
355
$3.17K ﹤0.01%
26
356
$3.15K ﹤0.01%
+27
357
$2.5K ﹤0.01%
25
358
$2K ﹤0.01%
31
359
$2K ﹤0.01%
17
360
$1.83K ﹤0.01%
5
361
$1.73K ﹤0.01%
60
362
$1.2K ﹤0.01%
3
363
$1.17K ﹤0.01%
14
364
$1.16K ﹤0.01%
7
365
$943 ﹤0.01%
27
366
$939 ﹤0.01%
2
367
$794 ﹤0.01%
74
368
$674 ﹤0.01%
30
369
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4
370
$396 ﹤0.01%
15
371
$293 ﹤0.01%
30
372
$53 ﹤0.01%
4
373
– –
0
374
– –
-198,910
375
– –
-7,282
13 14
15
16 17