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
$294M
AUM Growth
-$16.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
337
New
Increased
Reduced
Closed

Top Buys

1
+$6.15M
2
+$5.95M
3
+$5.85M
4
HPQ icon
HP
HPQ
+$5.81M
5
TRMB icon
Trimble
TRMB
+$5.68M

Top Sells

1
+$8.7M
2
+$7.18M
3
+$6.94M
4
KO icon
Coca-Cola
KO
+$6.85M
5
CLX icon
Clorox
CLX
+$6.69M

Sector Composition

1 Industrials 19.75%
2 Technology 15.64%
3 Consumer Staples 14.25%
4 Financials 11.58%
5 Healthcare 7.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$186K 0.06%
223
77
$183K 0.06%
+11,149
78
$181K 0.06%
+2,426
79
$180K 0.06%
2,117
80
$177K 0.06%
+1,811
81
$176K 0.06%
3,131
82
$176K 0.06%
3,001
83
$175K 0.06%
+7,815
84
$170K 0.06%
2,650
85
$169K 0.06%
3,668
86
$162K 0.06%
+2,343
87
$156K 0.05%
+9,925
88
$155K 0.05%
3,546
89
$152K 0.05%
+490
90
$148K 0.05%
3,179
91
$146K 0.05%
+4,095
92
$143K 0.05%
9,396
+8,304
93
$140K 0.05%
+8,076
94
$136K 0.05%
+10,330
95
$136K 0.05%
+1,510
96
$136K 0.05%
+8,416
97
$131K 0.04%
+15,742
98
$128K 0.04%
+8,444
99
$125K 0.04%
2,000
100
$121K 0.04%
1,082
-10
2 3
4
5 6