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
$425M
AUM Growth
-$34.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
202
New
Increased
Reduced
Closed

Top Buys

1
+$9.99M
2
+$9.44M
3
+$8.81M
4
LH icon
Labcorp
LH
+$8.2M
5
MIDD icon
Middleby
MIDD
+$8.08M

Top Sells

1
+$10.6M
2
+$10.6M
3
+$10.2M
4
VNO icon
Vornado Realty Trust
VNO
+$9.53M
5
DD
Du Pont De Nemours E I
DD
+$9.2M

Sector Composition

1 Healthcare 28.99%
2 Consumer Staples 11.64%
3 Technology 10.93%
4 Consumer Discretionary 10.08%
5 Industrials 9.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$9.31M 2.19%
224,711
-1,249
27
$9.05M 2.13%
225,656
-1,006
28
$8.92M 2.1%
189,226
-830
29
$8.81M 2.07%
+307,302
30
$8.8M 2.07%
214,178
+370
31
$8.74M 2.05%
305,458
-1,508
32
$8.24M 1.94%
93,537
+927
33
$8.2M 1.93%
+88,007
34
$8.08M 1.9%
+76,801
35
$7.77M 1.83%
156,608
+770
36
$7.66M 1.8%
+406,504
37
$6.94M 1.63%
+99,977
38
$6.87M 1.61%
+77,505
39
$6.86M 1.61%
+58,021
40
$6.84M 1.61%
183,784
+876
41
$6.81M 1.6%
+286,550
42
$1.24M 0.29%
+30,000
43
$369K 0.09%
5,569
+58
44
$366K 0.09%
7,762
-415
45
$328K 0.08%
12,110
-900
46
$301K 0.07%
5,725
-350
47
$292K 0.07%
3,315
48
$275K 0.06%
14,550
-235
49
$273K 0.06%
20,662
-10
50
$270K 0.06%
2,378
-85
1
2
3 4 5