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
$481M
AUM Growth
+$30.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
151
New
Increased
Reduced
Closed

Top Buys

1
+$11.2M
2
+$11.2M
3
+$10.9M
4
VIAV icon
Viavi Solutions
VIAV
+$10.9M
5
HCC
HCC INSURANCES HOLDINGS INC
HCC
+$10.8M

Top Sells

1
+$11.2M
2
+$10.9M
3
+$10.9M
4
VMC icon
Vulcan Materials
VMC
+$10.7M
5
AMT icon
American Tower
AMT
+$10.5M

Sector Composition

1 Financials 23.34%
2 Industrials 16.38%
3 Healthcare 11.65%
4 Consumer Discretionary 9.92%
5 Energy 7.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$201K 0.04%
1,860
52
$190K 0.04%
2,208
53
$190K 0.04%
1,292
-65
54
$189K 0.04%
6,655
55
$182K 0.04%
1,739
+140
56
$181K 0.04%
11,635
-205
57
$180K 0.04%
2,865
+25
58
$176K 0.04%
2,409
59
$175K 0.04%
2,989
+29
60
$171K 0.04%
1,655
+75
61
$171K 0.04%
3,405
-245
62
$170K 0.04%
+15,480
63
$168K 0.03%
11,510
64
$165K 0.03%
2,780
+20
65
$162K 0.03%
5,958
+50
66
$156K 0.03%
6,540
+40
67
$154K 0.03%
2,975
+30
68
$149K 0.03%
+9,648
69
$149K 0.03%
3,010
+30
70
$148K 0.03%
1,250
+20
71
$148K 0.03%
+8,845
72
$147K 0.03%
+6,381
73
$145K 0.03%
5,190
+60
74
$145K 0.03%
10,842
+80
75
$144K 0.03%
5,510
+70
1 2
3
4 5