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
$495M
AUM Growth
+$15.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
182
New
Increased
Reduced
Closed

Top Buys

1
+$12.5M
2
+$11.4M
3
+$11.3M
4
BUD icon
AB InBev
BUD
+$11.3M
5
BK icon
Bank of New York Mellon
BK
+$10.2M

Top Sells

1
+$13.5M
2
+$10.9M
3
+$10.7M
4
HAL icon
Halliburton
HAL
+$8.79M
5
GG
Goldcorp Inc
GG
+$8.37M

Sector Composition

1 Healthcare 23.73%
2 Technology 19.2%
3 Industrials 9.85%
4 Materials 9.55%
5 Consumer Staples 9.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$288K 0.06%
3,315
-90
52
$283K 0.06%
4,325
-1,309
53
$282K 0.06%
10,436
54
$280K 0.06%
+4,178
55
$268K 0.05%
2,463
56
$249K 0.05%
7,046
57
$247K 0.05%
2,495
58
$245K 0.05%
20,672
59
$244K 0.05%
2,227
+422
60
$242K 0.05%
4,007
61
$235K 0.05%
17,388
62
$233K 0.05%
+2,748
63
$231K 0.05%
+12,201
64
$229K 0.05%
+3,178
65
$228K 0.05%
5,516
66
$228K 0.05%
8,052
67
$228K 0.05%
+2,825
68
$226K 0.05%
3,901
-1,133
69
$223K 0.05%
10,909
70
$218K 0.04%
+5,854
71
$215K 0.04%
+2,518
72
$214K 0.04%
+6,985
73
$211K 0.04%
10,665
74
$211K 0.04%
11,433
75
$211K 0.04%
7,480
1 2
3
4 5