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
$509M
AUM Growth
-$11.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
171
New
Increased
Reduced
Closed

Top Buys

1
+$13.6M
2
+$13.3M
3
+$12.2M
4
BDC icon
Belden
BDC
+$10.7M
5
BMY icon
Bristol-Myers Squibb
BMY
+$9.95M

Top Sells

1
+$13.5M
2
+$12.6M
3
+$11.9M
4
VRSK icon
Verisk Analytics
VRSK
+$11.9M
5
F icon
Ford
F
+$11.7M

Sector Composition

1 Healthcare 18.65%
2 Financials 16.35%
3 Technology 16.25%
4 Industrials 14.23%
5 Communication Services 9.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$405K 0.08%
19,536
+1,044
52
$402K 0.08%
24,140
+1,315
53
$385K 0.08%
7,875
54
$384K 0.08%
4,760
55
$359K 0.07%
21,200
56
$358K 0.07%
+5,815
57
$285K 0.06%
6,105
+1,285
58
$272K 0.05%
20,460
+4,980
59
$271K 0.05%
7,875
+1,220
60
$271K 0.05%
3,771
+782
61
$253K 0.05%
2,304
+565
62
$250K 0.05%
7,908
+1,950
63
$240K 0.05%
3,740
+960
64
$237K 0.05%
2,830
+645
65
$235K 0.05%
7,255
+2,065
66
$230K 0.05%
15,720
+4,210
67
$230K 0.05%
7,395
+1,885
68
$229K 0.04%
2,410
+550
69
$228K 0.04%
1,662
+370
70
$223K 0.04%
2,328
+705
71
$222K 0.04%
6,350
-190
72
$222K 0.04%
2,865
73
$221K 0.04%
14,200
+4,160
74
$221K 0.04%
13,478
+3,830
75
$220K 0.04%
+9,905
1 2
3
4 5