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
$232M
AUM Growth
-$46.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
362
New
Increased
Reduced
Closed

Top Buys

1
+$4.51M
2
+$4.23M
3
+$4.08M
4
BMRN icon
BioMarin Pharmaceuticals
BMRN
+$3.97M
5
SYY icon
Sysco
SYY
+$3.54M

Top Sells

1
+$7.67M
2
+$5.18M
3
+$4.61M
4
WLK icon
Westlake Corp
WLK
+$4.58M
5
MB
MINDBODY, Inc. Class A Common Stock
MB
+$4.57M

Sector Composition

1 Technology 25.27%
2 Healthcare 18.75%
3 Financials 10.86%
4 Consumer Discretionary 9.61%
5 Consumer Staples 7.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$387K 0.17%
15,623
+681
77
$384K 0.17%
6,706
+273
78
$382K 0.16%
14,067
+603
79
$377K 0.16%
2,394
-7
80
$375K 0.16%
23,212
+998
81
$374K 0.16%
18,476
+968
82
$372K 0.16%
6,040
+331
83
$365K 0.16%
+62,509
84
$361K 0.16%
3,497
+186
85
$354K 0.15%
+3,682
86
$354K 0.15%
4,908
+285
87
$351K 0.15%
11,784
+540
88
$339K 0.15%
1,954
+103
89
$331K 0.14%
1,754
+112
90
$329K 0.14%
+2,452
91
$329K 0.14%
6,095
+278
92
$321K 0.14%
37,200
+2,500
93
$321K 0.14%
+1,981
94
$320K 0.14%
8,413
+407
95
$317K 0.14%
5,535
+3,249
96
$316K 0.14%
2,793
+182
97
$311K 0.13%
6,683
+406
98
$309K 0.13%
2,710
+2,662
99
$306K 0.13%
+7,722
100
$305K 0.13%
2,585
+168
2 3
4
5 6