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
$521M
AUM Growth
+$40.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
136
New
Increased
Reduced
Closed

Top Buys

1
+$11.9M
2
+$11.8M
3
+$11.6M
4
OTEX icon
Open Text
OTEX
+$11.6M
5
CHKP icon
Check Point Software Technologies
CHKP
+$11.1M

Top Sells

1
+$12.3M
2
+$11.7M
3
+$11.6M
4
VIAV icon
Viavi Solutions
VIAV
+$10.9M
5
AVP
Avon Products, Inc.
AVP
+$10.3M

Sector Composition

1 Financials 21.28%
2 Industrials 16.78%
3 Consumer Discretionary 12.03%
4 Healthcare 9.52%
5 Technology 9.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$380K 0.07%
+6,855
52
$375K 0.07%
+22,825
53
$371K 0.07%
+12,126
54
$246K 0.05%
6,655
55
$223K 0.04%
2,185
-370
56
$223K 0.04%
2,208
57
$218K 0.04%
15,480
58
$213K 0.04%
2,865
59
$210K 0.04%
4,820
-355
60
$208K 0.04%
2,989
61
$198K 0.04%
1,292
62
$198K 0.04%
11,635
63
$192K 0.04%
6,540
64
$192K 0.04%
1,860
65
$189K 0.04%
5,958
66
$186K 0.04%
1,739
67
$182K 0.03%
1,655
68
$181K 0.03%
1,775
69
$177K 0.03%
2,780
70
$176K 0.03%
4,470
-10,200
71
$175K 0.03%
2,975
72
$170K 0.03%
1,250
73
$169K 0.03%
5,510
74
$167K 0.03%
2,409
75
$167K 0.03%
9,648
1 2
3
4 5