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
$508M
AUM Growth
+$33.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
461
New
Increased
Reduced
Closed

Top Buys

1
+$9.75M
2
+$9.26M
3
+$9.06M
4
IBM icon
IBM
IBM
+$9.05M
5
USFD icon
US Foods
USFD
+$8.41M

Top Sells

1
+$9.92M
2
+$9.29M
3
+$8.64M
4
PNC icon
PNC Financial Services
PNC
+$8.15M
5
FITB icon
Fifth Third Bancorp
FITB
+$7.78M

Sector Composition

1 Financials 19.4%
2 Technology 16.5%
3 Communication Services 14.51%
4 Industrials 10.18%
5 Healthcare 8.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$3.8K ﹤0.01%
27
352
$3.73K ﹤0.01%
16
353
$3.23K ﹤0.01%
+30
354
$3.21K ﹤0.01%
+11
355
$3.21K ﹤0.01%
26
356
$2.69K ﹤0.01%
25
357
$2.31K ﹤0.01%
31
358
$1.86K ﹤0.01%
60
359
$1.7K ﹤0.01%
+4
360
$1.54K ﹤0.01%
17
361
$1.28K ﹤0.01%
14
362
$1.07K ﹤0.01%
3
363
$1.02K ﹤0.01%
2
364
$848 ﹤0.01%
74
365
$777 ﹤0.01%
+4
366
$669 ﹤0.01%
30
367
$507 ﹤0.01%
4
368
$428 ﹤0.01%
15
369
$352 ﹤0.01%
30
370
$317 ﹤0.01%
7
-74
371
– –
-1,129
372
– –
-4,481
373
– –
-6,539
374
– –
-152
375
– –
-184,912
13 14
15
16 17