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
$279M
AUM Growth
+$4.44M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
382
New
Increased
Reduced
Closed

Top Buys

1
+$4.61M
2
+$4.57M
3
+$4.51M
4
ESRX
Express Scripts Holding Company
ESRX
+$4.49M
5
UHS icon
Universal Health Services
UHS
+$4.24M

Top Sells

1
+$5.42M
2
+$4.55M
3
+$4.48M
4
ALV icon
Autoliv
ALV
+$4.38M
5
PUK icon
Prudential
PUK
+$3.89M

Sector Composition

1 Technology 26.3%
2 Healthcare 15.61%
3 Consumer Discretionary 11.32%
4 Financials 10.99%
5 Industrials 8.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$624K 0.22%
7,982
52
$606K 0.22%
86,240
-10,760
53
$567K 0.2%
4,836
-380
54
$556K 0.2%
5,839
-652
55
$551K 0.2%
14,726
-68
56
$540K 0.19%
19,589
-2,498
57
$518K 0.19%
5,245
-23
58
$503K 0.18%
12,291
-50
59
$495K 0.18%
9,092
-49
60
$485K 0.17%
4,983
-27
61
$485K 0.17%
10,606
+3,111
62
$484K 0.17%
26,615
-140
63
$478K 0.17%
14,942
+57
64
$474K 0.17%
2,802
-13
65
$472K 0.17%
6,334
-31
66
$463K 0.17%
6,484
-93
67
$461K 0.17%
5,772
-29
68
$455K 0.16%
6,634
-105
69
$453K 0.16%
6,433
-28
70
$449K 0.16%
2,804
-14
71
$438K 0.16%
8,006
+23
72
$437K 0.16%
5,301
-29
73
$437K 0.16%
8,350
-36
74
$435K 0.16%
13,386
+51
75
$432K 0.16%
5,440
-76
1 2
3
4 5