CIM

Contravisory Investment Management Portfolio holdings

AUM $505M
1-Year Est. Return 22.57%
This Quarter Est. Return
1 Year Est. Return
+22.57%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$508M
AUM Growth
+$33.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
461
New
Increased
Reduced
Closed

Top Buys

1
+$9.75M
2
+$9.26M
3
+$9.06M
4
IBM icon
IBM
IBM
+$9.05M
5
USFD icon
US Foods
USFD
+$8.41M

Top Sells

1
+$9.92M
2
+$9.29M
3
+$8.64M
4
PNC icon
PNC Financial Services
PNC
+$8.15M
5
FITB icon
Fifth Third Bancorp
FITB
+$7.78M

Sector Composition

1 Financials 19.4%
2 Technology 16.5%
3 Communication Services 14.51%
4 Industrials 10.18%
5 Healthcare 8.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.25M 0.25%
5,976
-26
52
$1.21M 0.24%
13,521
+1,208
53
$1.19M 0.23%
41,208
+966
54
$1.17M 0.23%
9,226
-2,784
55
$1.17M 0.23%
4,251
-34
56
$1.16M 0.23%
24,104
-131
57
$1.15M 0.23%
27,167
+1,103
58
$1.13M 0.22%
6,478
-39
59
$1.1M 0.22%
2,271
+26
60
$1.08M 0.21%
18,232
+906
61
$1.07M 0.21%
1,024
-11
62
$1.04M 0.21%
40,146
+2,276
63
$1.04M 0.2%
4,693
+55
64
$1.02M 0.2%
25,697
+1,164
65
$1.02M 0.2%
22,243
+1,035
66
$1.01M 0.2%
17,888
-161
67
$997K 0.2%
3,174
-12
68
$991K 0.2%
267
+13
69
$974K 0.19%
20,185
+970
70
$955K 0.19%
4,125
-31
71
$941K 0.19%
5,070
+160
72
$934K 0.18%
13,024
+687
73
$931K 0.18%
5,796
-47
74
$919K 0.18%
3,363
+75
75
$914K 0.18%
21,123
+1,876
1 2
3
4 5