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
$279M
AUM Growth
+$4.44M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
382
New
Increased
Reduced
Closed

Top Buys

1
+$4.61M
2
+$4.57M
3
+$4.51M
4
ESRX
Express Scripts Holding Company
ESRX
+$4.49M
5
UHS icon
Universal Health Services
UHS
+$4.24M

Top Sells

1
+$5.42M
2
+$4.55M
3
+$4.48M
4
ALV icon
Autoliv
ALV
+$4.38M
5
PUK icon
Prudential
PUK
+$3.89M

Sector Composition

1 Technology 26.3%
2 Healthcare 15.61%
3 Consumer Discretionary 11.32%
4 Financials 10.99%
5 Industrials 8.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
– –
-6,855
377
– –
-4,060
378
– –
-9,225
379
– –
-4,902
380
– –
-38
381
– –
-8,952
382
– –
-9,065
12 13 14 15
16