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
$279M
AUM Growth
+$4.44M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
382
New
Increased
Reduced
Closed

Top Buys

1
+$4.61M
2
+$4.57M
3
+$4.51M
4
ESRX
Express Scripts Holding Company
ESRX
+$4.49M
5
UHS icon
Universal Health Services
UHS
+$4.24M

Top Sells

1
+$5.42M
2
+$4.55M
3
+$4.48M
4
ALV icon
Autoliv
ALV
+$4.38M
5
PUK icon
Prudential
PUK
+$3.89M

Sector Composition

1 Technology 26.3%
2 Healthcare 15.61%
3 Consumer Discretionary 11.32%
4 Financials 10.99%
5 Industrials 8.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.65M 1.67%
77,980
-3,260
27
$4.61M 1.66%
+34,121
28
$4.6M 1.65%
35,954
+33,191
29
$4.58M 1.64%
55,056
-1,975
30
$4.57M 1.64%
+112,445
31
$4.55M 1.63%
115,556
+106,841
32
$4.53M 1.63%
155,493
+154,944
33
$4.49M 1.61%
20,814
-814
34
$4.49M 1.61%
+47,224
35
$4.42M 1.59%
85,698
-3,145
36
$4.37M 1.57%
83,162
-2,840
37
$4.33M 1.56%
81,615
-2,813
38
$4.29M 1.54%
48,822
-1,671
39
$4.27M 1.53%
132,794
-4,825
40
$4.09M 1.47%
92,535
-3,177
41
$3.94M 1.41%
46,488
+46,133
42
$3.89M 1.4%
+16,579
43
$3.69M 1.33%
40,347
+40,253
44
$1.28M 0.46%
4,787
+189
45
$1.18M 0.42%
15,613
+786
46
$1.14M 0.41%
16,790
+4,735
47
$844K 0.3%
13,733
-96
48
$680K 0.24%
7,917
-28
49
$649K 0.23%
4,717
-17
50
$636K 0.23%
8,113
-608
1
2
3 4 5