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
$294M
AUM Growth
-$16.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
337
New
Increased
Reduced
Closed

Top Buys

1
+$6.15M
2
+$5.95M
3
+$5.85M
4
HPQ icon
HP
HPQ
+$5.81M
5
TRMB icon
Trimble
TRMB
+$5.68M

Top Sells

1
+$8.7M
2
+$7.18M
3
+$6.94M
4
KO icon
Coca-Cola
KO
+$6.85M
5
CLX icon
Clorox
CLX
+$6.69M

Sector Composition

1 Industrials 19.75%
2 Technology 15.64%
3 Consumer Staples 14.25%
4 Financials 11.58%
5 Healthcare 7.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$284K 0.1%
12,196
+2,601
52
$279K 0.09%
5,750
-1,308
53
$258K 0.09%
3,164
54
$237K 0.08%
14,432
-185
55
$235K 0.08%
9,334
-130
56
$232K 0.08%
1,039
+787
57
$224K 0.08%
7,931
58
$222K 0.08%
3,778
59
$221K 0.08%
31,936
60
$217K 0.07%
5,433
-85
61
$217K 0.07%
4,359
-662
62
$215K 0.07%
4,314
-30
63
$211K 0.07%
1,983
64
$210K 0.07%
2,665
-30
65
$206K 0.07%
+4,228
66
$203K 0.07%
2,494
-1,179
67
$198K 0.07%
+4,600
68
$197K 0.07%
4,461
69
$194K 0.07%
+5,504
70
$192K 0.07%
3,980
71
$192K 0.07%
+2,268
72
$190K 0.06%
10,912
+10,057
73
$190K 0.06%
7,092
74
$188K 0.06%
+7,127
75
$188K 0.06%
6,032
+5,457
1 2
3
4 5