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
$274M
AUM Growth
+$3.17M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
380
New
Increased
Reduced
Closed

Top Buys

1
+$5.34M
2
+$5M
3
+$4.72M
4
VMW
VMware, Inc
VMW
+$4.59M
5
ABT icon
Abbott
ABT
+$4.52M

Top Sells

1
+$7.88M
2
+$6.01M
3
+$5.73M
4
AMP icon
Ameriprise Financial
AMP
+$5.34M
5
TRMB icon
Trimble
TRMB
+$4.77M

Sector Composition

1 Technology 25.5%
2 Consumer Discretionary 16.14%
3 Financials 13.84%
4 Healthcare 12.18%
5 Industrials 10.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.59M 1.67%
+31,220
27
$4.58M 1.67%
75,091
+74,174
28
$4.55M 1.66%
35,967
-265
29
$4.53M 1.65%
81,240
+80,380
30
$4.48M 1.63%
72,129
-994
31
$4.48M 1.63%
88,843
-930
32
$4.45M 1.62%
+52,531
33
$4.38M 1.6%
18,423
-171
34
$4.38M 1.6%
+42,464
35
$4.21M 1.53%
50,493
-294
36
$4.11M 1.5%
84,428
-498
37
$4.1M 1.5%
+19,793
38
$3.89M 1.42%
87,810
-871
39
$3.84M 1.4%
57,411
-273
40
$3.55M 1.3%
19,047
-210
41
$3.52M 1.29%
61,774
-412
42
$3.43M 1.25%
95,712
-380
43
$2.43M 0.89%
+41,381
44
$1.83M 0.67%
41,381
-51,264
45
$1.15M 0.42%
4,598
+880
46
$1.03M 0.38%
14,827
-2,201
47
$807K 0.29%
12,055
+923
48
$741K 0.27%
7,109
+6,463
49
$719K 0.26%
13,829
-397
50
$701K 0.26%
+17,510
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