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
$425M
AUM Growth
-$34.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
202
New
Increased
Reduced
Closed

Top Buys

1
+$9.99M
2
+$9.44M
3
+$8.81M
4
LH icon
Labcorp
LH
+$8.2M
5
MIDD icon
Middleby
MIDD
+$8.08M

Top Sells

1
+$10.6M
2
+$10.6M
3
+$10.2M
4
VNO icon
Vornado Realty Trust
VNO
+$9.53M
5
DD
Du Pont De Nemours E I
DD
+$9.2M

Sector Composition

1 Healthcare 28.99%
2 Consumer Staples 11.64%
3 Technology 10.93%
4 Consumer Discretionary 10.08%
5 Industrials 9.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$178K 0.04%
5,500
77
$165K 0.04%
3,355
78
$151K 0.04%
4,653
79
$145K 0.03%
2,685
80
$142K 0.03%
9,081
81
$140K 0.03%
+8,784
82
$132K 0.03%
+3,555
83
$132K 0.03%
+2,670
84
$124K 0.03%
6,792
85
$124K 0.03%
+3,027
86
$122K 0.03%
+2,551
87
$120K 0.03%
1,612
-91,385
88
$102K 0.02%
1,600
89
$100K 0.02%
2,000
90
$91K 0.02%
7,010
91
$88K 0.02%
1,541
-1,810
92
$86K 0.02%
800
93
$78K 0.02%
667
94
$58K 0.01%
500
95
$54K 0.01%
280
-635
96
$52K 0.01%
579
97
$49K 0.01%
1,236
+42
98
$43K 0.01%
2,154
-389
99
$35K 0.01%
+140
100
$35K 0.01%
+2,000
2 3
4
5 6