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
$475M
AUM Growth
+$7.07M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
466
New
Increased
Reduced
Closed

Top Buys

1
+$9.8M
2
+$9.51M
3
+$9.29M
4
BMY icon
Bristol-Myers Squibb
BMY
+$7.76M
5
XEL icon
Xcel Energy
XEL
+$7.45M

Top Sells

1
+$8.83M
2
+$8.73M
3
+$8.07M
4
AA icon
Alcoa
AA
+$7.51M
5
DHI icon
D.R. Horton
DHI
+$7.3M

Sector Composition

1 Financials 19.81%
2 Technology 18.49%
3 Communication Services 12.21%
4 Industrials 8.98%
5 Consumer Discretionary 8.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.15M 0.24%
6,328
+110
52
$1.14M 0.24%
40,242
+19,011
53
$1.11M 0.23%
4,385
-35
54
$1.06M 0.22%
+4,638
55
$1.03M 0.22%
4,910
+4,867
56
$1.03M 0.22%
24,235
+679
57
$1.02M 0.22%
1,035
+3
58
$1.02M 0.21%
4,010
-9
59
$1.01M 0.21%
12,313
-1,034
60
$999K 0.21%
12,897
+2,849
61
$980K 0.21%
3,867
-17
62
$975K 0.21%
18,049
+20
63
$968K 0.2%
254
+8
64
$966K 0.2%
26,064
+894
65
$946K 0.2%
4,285
+1,015
66
$941K 0.2%
+16,960
67
$933K 0.2%
6,097
+15
68
$927K 0.2%
10,775
-28
69
$923K 0.19%
17,326
+613
70
$919K 0.19%
24,533
+930
71
$914K 0.19%
+21,855
72
$908K 0.19%
+4,156
73
$900K 0.19%
+37,870
74
$895K 0.19%
+90,500
75
$892K 0.19%
21,208
+792
1 2
3
4 5