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
$308M
AUM Growth
-$44.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
394
New
Increased
Reduced
Closed

Top Buys

1
+$6.77M
2
+$6.76M
3
+$6.44M
4
RSG icon
Republic Services
RSG
+$6.08M
5
BDX icon
Becton Dickinson
BDX
+$6.07M

Top Sells

1
+$8.06M
2
+$8.03M
3
+$7.1M
4
ZTS icon
Zoetis
ZTS
+$6.57M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$6.5M

Sector Composition

1 Healthcare 18.62%
2 Financials 14.7%
3 Energy 12.88%
4 Consumer Staples 11.59%
5 Industrials 9.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
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377
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379
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380
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382
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384
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386
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387
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389
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-3,460
390
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391
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392
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393
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-8,807
394
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