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
$371M
AUM Growth
+$41.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
333
New
Increased
Reduced
Closed

Top Buys

1
+$6.1M
2
+$5.97M
3
+$5.48M
4
MS icon
Morgan Stanley
MS
+$5.32M
5
SPG icon
Simon Property Group
SPG
+$5.3M

Top Sells

1
+$6.05M
2
+$5.87M
3
+$5.13M
4
UNP icon
Union Pacific
UNP
+$4.94M
5
IP icon
International Paper
IP
+$4.82M

Sector Composition

1 Financials 18.49%
2 Technology 18.33%
3 Healthcare 11.79%
4 Industrials 10.06%
5 Real Estate 8.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$5.83M 1.57%
67,786
+2,633
27
$5.75M 1.55%
373,061
-6,935
28
$5.65M 1.52%
35,659
+1,033
29
$5.64M 1.52%
36,045
-339
30
$5.56M 1.5%
68,809
-667
31
$5.46M 1.47%
227,002
+1,642
32
$5.41M 1.46%
44,722
-4,909
33
$5.32M 1.44%
+54,217
34
$5.3M 1.43%
+33,179
35
$5.26M 1.42%
28,759
-548
36
$5.22M 1.41%
67,134
+43
37
$5.18M 1.4%
25,720
-650
38
$5.11M 1.38%
+13,350
39
$5.03M 1.36%
+54,621
40
$3.23M 0.87%
7,388
41
$1.49M 0.4%
2,424
+142
42
$1.47M 0.4%
3,987
+1,323
43
$1.32M 0.36%
3,560
+374
44
$1.28M 0.35%
7,374
+5
45
$1.18M 0.32%
14,950
+3,295
46
$1.16M 0.31%
8,743
-167
47
$1.1M 0.3%
5,593
+707
48
$1.09M 0.29%
31,100
+2,700
49
$1.06M 0.29%
3,020
+140
50
$1.05M 0.28%
4,475
-583
1
2
3 4 5