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
$274M
AUM Growth
+$3.17M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
380
New
Increased
Reduced
Closed

Top Buys

1
+$5.34M
2
+$5M
3
+$4.72M
4
VMW
VMware, Inc
VMW
+$4.59M
5
ABT icon
Abbott
ABT
+$4.52M

Top Sells

1
+$7.88M
2
+$6.01M
3
+$5.73M
4
AMP icon
Ameriprise Financial
AMP
+$5.34M
5
TRMB icon
Trimble
TRMB
+$4.77M

Sector Composition

1 Technology 25.5%
2 Consumer Discretionary 16.14%
3 Financials 13.84%
4 Healthcare 12.18%
5 Industrials 10.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$409K 0.15%
+14,885
77
$408K 0.15%
5,849
+65
78
$407K 0.15%
2,815
-27
79
$406K 0.15%
9,141
-95
80
$405K 0.15%
5,541
-57
81
$403K 0.15%
2,410
-28
82
$396K 0.14%
8,302
-181
83
$395K 0.14%
5,330
-106
84
$391K 0.14%
5,414
-55
85
$391K 0.14%
5,801
-60
86
$387K 0.14%
2,818
+2,781
87
$386K 0.14%
+28,792
88
$385K 0.14%
4,230
-6
89
$383K 0.14%
17,600
-164
90
$383K 0.14%
3,830
-40
91
$376K 0.14%
+7,143
92
$374K 0.14%
13,335
+206
93
$371K 0.14%
3,330
-65
94
$368K 0.13%
2,492
-55
95
$367K 0.13%
5,010
-51
96
$367K 0.13%
6,967
-76
97
$366K 0.13%
5,607
-58
98
$358K 0.13%
1,861
-19
99
$352K 0.13%
5,984
-104
100
$352K 0.13%
10,873
+147
2 3
4
5 6