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
$425M
AUM Growth
-$34.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
202
New
Increased
Reduced
Closed

Top Buys

1
+$9.99M
2
+$9.44M
3
+$8.81M
4
LH icon
Labcorp
LH
+$8.2M
5
MIDD icon
Middleby
MIDD
+$8.08M

Top Sells

1
+$10.6M
2
+$10.6M
3
+$10.2M
4
VNO icon
Vornado Realty Trust
VNO
+$9.53M
5
DD
Du Pont De Nemours E I
DD
+$9.2M

Sector Composition

1 Healthcare 28.99%
2 Consumer Staples 11.64%
3 Technology 10.93%
4 Consumer Discretionary 10.08%
5 Industrials 9.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$268K 0.06%
6,027
-85
52
$252K 0.06%
12,201
53
$236K 0.06%
3,857
-150
54
$236K 0.06%
17,376
-620
55
$234K 0.06%
7,046
56
$231K 0.05%
17,020
57
$231K 0.05%
7,480
58
$228K 0.05%
3,400
-385
59
$227K 0.05%
2,335
-230
60
$225K 0.05%
3,178
61
$218K 0.05%
+11,090
62
$213K 0.05%
6,985
63
$212K 0.05%
+284
64
$209K 0.05%
3,396
-392
65
$203K 0.05%
+3,951
66
$200K 0.05%
5,516
67
$195K 0.05%
2,155
68
$191K 0.04%
3,514
-411
69
$189K 0.04%
+4,988
70
$189K 0.04%
3,250
71
$187K 0.04%
2,005
72
$185K 0.04%
+6,721
73
$182K 0.04%
4,240
74
$182K 0.04%
4,805
75
$182K 0.04%
2,940
1 2
3
4 5