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
$371M
AUM Growth
+$41.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
333
New
Increased
Reduced
Closed

Top Buys

1
+$6.1M
2
+$5.97M
3
+$5.48M
4
MS icon
Morgan Stanley
MS
+$5.32M
5
SPG icon
Simon Property Group
SPG
+$5.3M

Top Sells

1
+$6.05M
2
+$5.87M
3
+$5.13M
4
UNP icon
Union Pacific
UNP
+$4.94M
5
IP icon
International Paper
IP
+$4.82M

Sector Composition

1 Financials 18.49%
2 Technology 18.33%
3 Healthcare 11.79%
4 Industrials 10.06%
5 Real Estate 8.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$642K 0.17%
3,444
77
$639K 0.17%
9,158
78
$637K 0.17%
+2,604
79
$633K 0.17%
+3,097
80
$629K 0.17%
+2,622
81
$628K 0.17%
23,361
+6,413
82
$622K 0.17%
4,417
+450
83
$618K 0.17%
4,776
+1,724
84
$617K 0.17%
7,960
+6,654
85
$615K 0.17%
+7,962
86
$605K 0.16%
+801
87
$590K 0.16%
+9,821
88
$571K 0.15%
9,587
-200
89
$569K 0.15%
3,271
-147
90
$566K 0.15%
5,307
+1,594
91
$555K 0.15%
+4,979
92
$541K 0.15%
4,553
+1,431
93
$540K 0.15%
2,858
+524
94
$540K 0.15%
1,442
+197
95
$540K 0.15%
8,552
+77
96
$538K 0.15%
+7,361
97
$537K 0.14%
13,658
98
$523K 0.14%
16,336
99
$522K 0.14%
10,889
+1,195
100
$520K 0.14%
3,119
+295
2 3
4
5 6