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
$232M
AUM Growth
-$46.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
362
New
Increased
Reduced
Closed

Top Buys

1
+$4.51M
2
+$4.23M
3
+$4.08M
4
BMRN icon
BioMarin Pharmaceuticals
BMRN
+$3.97M
5
SYY icon
Sysco
SYY
+$3.54M

Top Sells

1
+$7.67M
2
+$5.18M
3
+$4.61M
4
WLK icon
Westlake Corp
WLK
+$4.58M
5
MB
MINDBODY, Inc. Class A Common Stock
MB
+$4.57M

Sector Composition

1 Technology 25.27%
2 Healthcare 18.75%
3 Financials 10.86%
4 Consumer Discretionary 9.61%
5 Consumer Staples 7.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$511K 0.22%
4,937
+220
52
$499K 0.22%
9,254
+1,135
53
$479K 0.21%
8,023
+106
54
$462K 0.2%
27,685
+1,070
55
$444K 0.19%
5,456
+211
56
$436K 0.19%
6,575
+241
57
$435K 0.19%
30,072
+1,443
58
$434K 0.19%
2,928
+124
59
$432K 0.19%
5,867
+290
60
$432K 0.19%
6,206
+310
61
$427K 0.18%
+8,936
62
$426K 0.18%
12,835
+544
63
$420K 0.18%
17,618
-1,971
64
$414K 0.18%
9,520
+428
65
$411K 0.18%
5,232
+249
66
$410K 0.18%
4,138
-698
67
$409K 0.18%
14,012
+626
68
$408K 0.18%
5,549
+248
69
$407K 0.18%
6,094
+322
70
$403K 0.17%
7,569
+471
71
$401K 0.17%
14,353
+765
72
$398K 0.17%
6,252
+300
73
$398K 0.17%
+27,167
74
$394K 0.17%
2,924
+122
75
$393K 0.17%
5,775
+262
1 2
3
4 5