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
$284M
AUM Growth
-$10.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
351
New
Increased
Reduced
Closed

Top Buys

1
+$6.38M
2
+$6.22M
3
+$6.01M
4
FANG icon
Diamondback Energy
FANG
+$5.49M
5
GLW icon
Corning
GLW
+$5.4M

Top Sells

1
+$10.2M
2
+$8.27M
3
+$8.15M
4
NI icon
NiSource
NI
+$7.63M
5
MKC icon
McCormick & Company Non-Voting
MKC
+$6.96M

Sector Composition

1 Technology 22.84%
2 Industrials 19.22%
3 Financials 16.42%
4 Energy 11.43%
5 Healthcare 7.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$362K 0.13%
9,971
+1,624
52
$306K 0.11%
+3,211
53
$299K 0.11%
10,168
54
$295K 0.1%
9,464
+6,937
55
$294K 0.1%
7,014
+1,510
56
$293K 0.1%
9,334
57
$289K 0.1%
+2,734
58
$289K 0.1%
10,467
+9,245
59
$281K 0.1%
+15,008
60
$281K 0.1%
13,779
+2,867
61
$275K 0.1%
15,480
+13,744
62
$273K 0.1%
4,933
+3,557
63
$273K 0.1%
+7,179
64
$270K 0.1%
+2,841
65
$268K 0.09%
+4,743
66
$267K 0.09%
2,718
+2,345
67
$266K 0.09%
+9,569
68
$266K 0.09%
+9,131
69
$265K 0.09%
4,085
+4,028
70
$265K 0.09%
5,430
+1,202
71
$264K 0.09%
+1,610
72
$264K 0.09%
+551
73
$264K 0.09%
+1,596
74
$262K 0.09%
+7,131
75
$262K 0.09%
+3,241
1 2
3
4 5