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
$294M
AUM Growth
-$16.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
337
New
Increased
Reduced
Closed

Top Buys

1
+$6.15M
2
+$5.95M
3
+$5.85M
4
HPQ icon
HP
HPQ
+$5.81M
5
TRMB icon
Trimble
TRMB
+$5.68M

Top Sells

1
+$8.7M
2
+$7.18M
3
+$6.94M
4
KO icon
Coca-Cola
KO
+$6.85M
5
CLX icon
Clorox
CLX
+$6.69M

Sector Composition

1 Industrials 19.75%
2 Technology 15.64%
3 Consumer Staples 14.25%
4 Financials 11.58%
5 Healthcare 7.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$5.85M 1.99%
+156,301
27
$5.84M 1.99%
6,454
-314
28
$5.83M 1.98%
52,495
-2,486
29
$5.81M 1.98%
+391,298
30
$5.68M 1.93%
+188,284
31
$5.66M 1.92%
48,258
-1,653
32
$5.63M 1.91%
+67,801
33
$5.61M 1.91%
115,606
+115,290
34
$5.53M 1.88%
+142,083
35
$5.51M 1.87%
116,884
+116,519
36
$5.43M 1.85%
+145,563
37
$5.4M 1.84%
40,167
-1,420
38
$5.22M 1.78%
81,944
-3,526
39
$5.08M 1.73%
+283,420
40
$4.83M 1.64%
+190,690
41
$4.48M 1.52%
101,302
-3,563
42
$4.44M 1.51%
180,775
-6,319
43
$595K 0.2%
12,303
-815
44
$538K 0.18%
8,644
-2,672
45
$468K 0.16%
9,053
-8,206
46
$321K 0.11%
4,670
47
$313K 0.11%
10,168
-205
48
$307K 0.1%
4,082
+549
49
$302K 0.1%
8,347
+1,395
50
$286K 0.1%
8,165
+5,659
1
2
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