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
$274M
AUM Growth
+$3.17M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
380
New
Increased
Reduced
Closed

Top Buys

1
+$5.34M
2
+$5M
3
+$4.72M
4
VMW
VMware, Inc
VMW
+$4.59M
5
ABT icon
Abbott
ABT
+$4.52M

Top Sells

1
+$7.88M
2
+$6.01M
3
+$5.73M
4
AMP icon
Ameriprise Financial
AMP
+$5.34M
5
TRMB icon
Trimble
TRMB
+$4.77M

Sector Composition

1 Technology 25.5%
2 Consumer Discretionary 16.14%
3 Financials 13.84%
4 Healthcare 12.18%
5 Industrials 10.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$682K 0.25%
14,736
+20
52
$660K 0.24%
4,902
53
$625K 0.23%
8,721
+19
54
$624K 0.23%
7,945
-81
55
$623K 0.23%
7,982
-118
56
$595K 0.22%
4,734
+1,344
57
$587K 0.21%
22,087
-2,701
58
$574K 0.21%
97,000
+5,800
59
$570K 0.21%
5,216
+2,781
60
$550K 0.2%
12,341
-168
61
$542K 0.2%
6,491
+539
62
$513K 0.19%
8,386
-205
63
$467K 0.17%
+22,132
64
$464K 0.17%
6,365
-76
65
$454K 0.17%
14,794
-155
66
$454K 0.17%
+8,157
67
$449K 0.16%
6,739
-76
68
$445K 0.16%
5,268
-55
69
$433K 0.16%
6,577
-66
70
$430K 0.16%
27,104
+3,611
71
$423K 0.15%
+11,301
72
$421K 0.15%
6,461
-68
73
$415K 0.15%
13,656
-147
74
$411K 0.15%
5,516
-59
75
$409K 0.15%
+26,755
1 2
3
4 5