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
$475M
AUM Growth
+$7.07M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
466
New
Increased
Reduced
Closed

Top Buys

1
+$9.8M
2
+$9.51M
3
+$9.29M
4
BMY icon
Bristol-Myers Squibb
BMY
+$7.76M
5
XEL icon
Xcel Energy
XEL
+$7.45M

Top Sells

1
+$8.83M
2
+$8.73M
3
+$8.07M
4
AA icon
Alcoa
AA
+$7.51M
5
DHI icon
D.R. Horton
DHI
+$7.3M

Sector Composition

1 Financials 19.81%
2 Technology 18.49%
3 Communication Services 12.21%
4 Industrials 8.98%
5 Consumer Discretionary 8.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$892K 0.19%
17,885
+622
77
$888K 0.19%
6,742
+6,733
78
$883K 0.19%
3,620
-35,765
79
$882K 0.19%
4,291
-1,290
80
$873K 0.18%
19,247
+19,160
81
$866K 0.18%
+12,563
82
$861K 0.18%
9,364
-59
83
$856K 0.18%
464
-7
84
$851K 0.18%
+4,098
85
$851K 0.18%
2,028
+73
86
$840K 0.18%
19,215
-3,625
87
$837K 0.18%
3,186
+1,073
88
$835K 0.18%
12,337
+4,101
89
$833K 0.18%
3,351
+1,103
90
$821K 0.17%
+15,388
91
$820K 0.17%
2,485
-19,545
92
$809K 0.17%
19,756
+724
93
$785K 0.17%
49,102
+2,100
94
$783K 0.17%
3,288
+258
95
$757K 0.16%
9,455
-19
96
$754K 0.16%
4,865
+9
97
$736K 0.15%
3,725
-773
98
$716K 0.15%
9,083
+2,061
99
$715K 0.15%
8,173
+593
100
$710K 0.15%
+46,795
2 3
4
5 6