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
$450M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
133
New
Increased
Reduced
Closed

Top Buys

1
+$15.9M
2
+$15.3M
3
+$15.3M
4
CYH icon
Community Health Systems
CYH
+$14M
5
MCO icon
Moody's
MCO
+$13.6M

Top Sells

No sells this quarter

Sector Composition

1 Financials 19.03%
2 Industrials 15.7%
3 Healthcare 14.53%
4 Consumer Discretionary 10.01%
5 Materials 7.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$10.7M 2.37%
+256,003
27
$10.7M 2.37%
+220,499
28
$10.6M 2.35%
+180,854
29
$10.6M 2.35%
+238,395
30
$10.5M 2.33%
+143,333
31
$10.5M 2.33%
+600,450
32
$10.2M 2.27%
+795,225
33
$10.2M 2.26%
+67,176
34
$10.2M 2.26%
+484,965
35
$9.86M 2.19%
+302,050
36
$9.42M 2.09%
+224,164
37
$8.85M 1.97%
+98,081
38
$5.71M 1.27%
+138,187
39
$5.71M 1.27%
+163,650
40
$1.33M 0.3%
+29,750
41
$668K 0.15%
+16,335
42
$620K 0.14%
+25,380
43
$562K 0.12%
+10,065
44
$561K 0.12%
+14,135
45
$504K 0.11%
+17,975
46
$462K 0.1%
+14,605
47
$438K 0.1%
+5,715
48
$355K 0.08%
+10,489
49
$329K 0.07%
+4,760
50
$294K 0.07%
+21,200
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