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
$279M
AUM Growth
+$4.44M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
382
New
Increased
Reduced
Closed

Top Buys

1
+$4.61M
2
+$4.57M
3
+$4.51M
4
ESRX
Express Scripts Holding Company
ESRX
+$4.49M
5
UHS icon
Universal Health Services
UHS
+$4.24M

Top Sells

1
+$5.42M
2
+$4.55M
3
+$4.48M
4
ALV icon
Autoliv
ALV
+$4.38M
5
PUK icon
Prudential
PUK
+$3.89M

Sector Composition

1 Technology 26.3%
2 Healthcare 15.61%
3 Consumer Discretionary 11.32%
4 Financials 10.99%
5 Industrials 8.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$432K 0.16%
22,214
+82
77
$426K 0.15%
5,386
-28
78
$422K 0.15%
3,311
-19
79
$415K 0.15%
5,577
-30
80
$415K 0.15%
8,119
-38
81
$412K 0.15%
17,508
-92
82
$412K 0.15%
5,952
-32
83
$405K 0.15%
5,513
-28
84
$404K 0.15%
2,401
-15
85
$401K 0.14%
28,629
-163
86
$394K 0.14%
5,817
-32
87
$394K 0.14%
1,851
-10
88
$391K 0.14%
11,244
-57
89
$388K 0.14%
+5,896
90
$385K 0.14%
13,464
-192
91
$381K 0.14%
+5,709
92
$380K 0.14%
4,208
-22
93
$375K 0.13%
6,277
-43
94
$365K 0.13%
3,809
-21
95
$364K 0.13%
8,258
-44
96
$362K 0.13%
7,098
-45
97
$358K 0.13%
+5,127
98
$358K 0.13%
+13,588
99
$349K 0.13%
+15,017
100
$347K 0.12%
6,926
-41
2 3
4
5 6