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
$481M
AUM Growth
+$30.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
151
New
Increased
Reduced
Closed

Top Buys

1
+$11.2M
2
+$11.2M
3
+$10.9M
4
VIAV icon
Viavi Solutions
VIAV
+$10.9M
5
HCC
HCC INSURANCES HOLDINGS INC
HCC
+$10.8M

Top Sells

1
+$11.2M
2
+$10.9M
3
+$10.9M
4
VMC icon
Vulcan Materials
VMC
+$10.7M
5
AMT icon
American Tower
AMT
+$10.5M

Sector Composition

1 Financials 23.34%
2 Industrials 16.38%
3 Healthcare 11.65%
4 Consumer Discretionary 9.92%
5 Energy 7.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$142K 0.03%
+1,775
77
$137K 0.03%
+4,250
78
$136K 0.03%
+18,227
79
$136K 0.03%
8,705
+15
80
$131K 0.03%
1,623
+25
81
$129K 0.03%
4,380
82
$126K 0.03%
2,465
83
$113K 0.02%
+1,260
84
$110K 0.02%
2,275
85
$102K 0.02%
842
86
$59K 0.01%
350
-200
87
$31K 0.01%
1,200
88
$24K 0.01%
209
89
$23K ﹤0.01%
200
90
$20K ﹤0.01%
354
-60
91
$19K ﹤0.01%
425
92
$19K ﹤0.01%
1,006
+6
93
$16K ﹤0.01%
675
94
$13K ﹤0.01%
200
95
$10K ﹤0.01%
46
96
$10K ﹤0.01%
410
97
$10K ﹤0.01%
409
98
$10K ﹤0.01%
235
99
$8K ﹤0.01%
95
100
$8K ﹤0.01%
110
2 3
4
5 6