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
$371M
AUM Growth
+$41.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
333
New
Increased
Reduced
Closed

Top Buys

1
+$6.1M
2
+$5.97M
3
+$5.48M
4
MS icon
Morgan Stanley
MS
+$5.32M
5
SPG icon
Simon Property Group
SPG
+$5.3M

Top Sells

1
+$6.05M
2
+$5.87M
3
+$5.13M
4
UNP icon
Union Pacific
UNP
+$4.94M
5
IP icon
International Paper
IP
+$4.82M

Sector Composition

1 Financials 18.49%
2 Technology 18.33%
3 Healthcare 11.79%
4 Industrials 10.06%
5 Real Estate 8.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.04M 0.28%
2,422
+836
52
$1.04M 0.28%
37,275
+21,265
53
$971K 0.26%
24,866
+2,121
54
$951K 0.26%
5,604
+388
55
$923K 0.25%
20,946
56
$919K 0.25%
24,901
+3,443
57
$913K 0.25%
13,041
+1,305
58
$908K 0.25%
+7,590
59
$851K 0.23%
+22,719
60
$831K 0.22%
4,682
+415
61
$824K 0.22%
12,547
+626
62
$802K 0.22%
2,413
+188
63
$793K 0.21%
20,928
+1,668
64
$787K 0.21%
1,197
+42
65
$771K 0.21%
3,734
+3
66
$768K 0.21%
10,852
+8,955
67
$741K 0.2%
20,741
+6,085
68
$738K 0.2%
4,116
-114
69
$714K 0.19%
14,625
+922
70
$708K 0.19%
+13,538
71
$689K 0.19%
2,829
+325
72
$687K 0.19%
27,866
+7,347
73
$670K 0.18%
4,912
+556
74
$664K 0.18%
8,813
+1,173
75
$659K 0.18%
85,349
+26,769
1 2
3
4 5