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
$521M
AUM Growth
+$40.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
136
New
Increased
Reduced
Closed

Top Buys

1
+$11.9M
2
+$11.8M
3
+$11.6M
4
OTEX icon
Open Text
OTEX
+$11.6M
5
CHKP icon
Check Point Software Technologies
CHKP
+$11.1M

Top Sells

1
+$12.3M
2
+$11.7M
3
+$11.6M
4
VIAV icon
Viavi Solutions
VIAV
+$10.9M
5
AVP
Avon Products, Inc.
AVP
+$10.3M

Sector Composition

1 Financials 21.28%
2 Industrials 16.78%
3 Consumer Discretionary 12.03%
4 Healthcare 9.52%
5 Technology 9.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$11.9M 2.29%
+253,459
27
$11.9M 2.28%
181,081
-306
28
$11.8M 2.27%
+744,504
29
$11.8M 2.26%
191,201
-49,158
30
$11.6M 2.23%
+449,018
31
$11.6M 2.22%
+502,460
32
$11.3M 2.18%
245,841
-801
33
$11.3M 2.17%
731,526
-3,764
34
$11.1M 2.13%
+172,148
35
$11M 2.12%
211,446
+721
36
$11M 2.11%
105,921
-448
37
$9.6M 1.84%
204,215
+1,337
38
$9.56M 1.84%
246,131
+522
39
$2.48M 0.48%
+55,997
40
$773K 0.15%
24,660
-370
41
$759K 0.15%
17,667
+418
42
$693K 0.13%
16,354
43
$685K 0.13%
+45,785
44
$628K 0.12%
17,960
+880
45
$566K 0.11%
5,715
46
$511K 0.1%
12,593
+42
47
$417K 0.08%
21,200
48
$397K 0.08%
4,760
49
$389K 0.07%
+18,492
50
$388K 0.07%
7,875
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2
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