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
$509M
AUM Growth
-$11.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
171
New
Increased
Reduced
Closed

Top Buys

1
+$13.6M
2
+$13.3M
3
+$12.2M
4
BDC icon
Belden
BDC
+$10.7M
5
BMY icon
Bristol-Myers Squibb
BMY
+$9.95M

Top Sells

1
+$13.5M
2
+$12.6M
3
+$11.9M
4
VRSK icon
Verisk Analytics
VRSK
+$11.9M
5
F icon
Ford
F
+$11.7M

Sector Composition

1 Healthcare 18.65%
2 Financials 16.35%
3 Technology 16.25%
4 Industrials 14.23%
5 Communication Services 9.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$217K 0.04%
12,715
+4,010
77
$216K 0.04%
2,208
78
$214K 0.04%
8,997
+2,616
79
$214K 0.04%
25,552
+7,325
80
$212K 0.04%
4,070
+1,095
81
$212K 0.04%
+34,880
82
$209K 0.04%
+10,935
83
$203K 0.04%
11,110
+3,800
84
$197K 0.04%
+4,640
85
$194K 0.04%
+6,328
86
$193K 0.04%
22,665
+8,015
87
$189K 0.04%
1,775
88
$182K 0.04%
+9,540
89
$152K 0.03%
4,250
90
$151K 0.03%
4,470
91
$134K 0.03%
+900
92
$128K 0.03%
+4,090
93
$100K 0.02%
842
94
$98K 0.02%
62
95
$98K 0.02%
+1,500
96
$88K 0.02%
+1,193
97
$80K 0.02%
1,200
-1,209
98
$39K 0.01%
+500
99
$39K 0.01%
+2,127
100
$33K 0.01%
+576
2 3
4
5 6