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
$509M
AUM Growth
-$11.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
171
New
Increased
Reduced
Closed

Top Buys

1
+$13.6M
2
+$13.3M
3
+$12.2M
4
BDC icon
Belden
BDC
+$10.7M
5
BMY icon
Bristol-Myers Squibb
BMY
+$9.95M

Top Sells

1
+$13.5M
2
+$12.6M
3
+$11.9M
4
VRSK icon
Verisk Analytics
VRSK
+$11.9M
5
F icon
Ford
F
+$11.7M

Sector Composition

1 Healthcare 18.65%
2 Financials 16.35%
3 Technology 16.25%
4 Industrials 14.23%
5 Communication Services 9.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$11.8M 2.31%
173,829
+1,681
27
$11.3M 2.21%
68,743
+690
28
$11.1M 2.17%
293,130
+5,425
29
$10.8M 2.12%
189,122
-2,079
30
$10.7M 2.11%
+154,124
31
$10M 1.96%
210,127
-1,319
32
$9.95M 1.95%
+191,502
33
$9.83M 1.93%
+150,998
34
$9.82M 1.93%
+140,672
35
$9.7M 1.9%
+63,722
36
$9.7M 1.9%
445,019
-3,999
37
$9.56M 1.88%
+270,256
38
$8.35M 1.64%
735,854
-8,650
39
$2.01M 0.39%
38,510
-17,487
40
$744K 0.15%
16,354
41
$743K 0.15%
23,840
-820
42
$655K 0.13%
+15,045
43
$586K 0.12%
16,615
-1,345
44
$549K 0.11%
+8,405
45
$546K 0.11%
13,185
+592
46
$543K 0.11%
5,715
47
$442K 0.09%
12,838
+712
48
$427K 0.08%
+12,062
49
$423K 0.08%
7,235
+380
50
$416K 0.08%
+9,168
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