CIM

Contravisory Investment Management Portfolio holdings

AUM $505M
1-Year Est. Return 22.57%
This Quarter Est. Return
1 Year Est. Return
+22.57%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$508M
AUM Growth
+$33.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
461
New
Increased
Reduced
Closed

Top Buys

1
+$9.75M
2
+$9.26M
3
+$9.06M
4
IBM icon
IBM
IBM
+$9.05M
5
USFD icon
US Foods
USFD
+$8.41M

Top Sells

1
+$9.92M
2
+$9.29M
3
+$8.64M
4
PNC icon
PNC Financial Services
PNC
+$8.15M
5
FITB icon
Fifth Third Bancorp
FITB
+$7.78M

Sector Composition

1 Financials 19.4%
2 Technology 16.5%
3 Communication Services 14.51%
4 Industrials 10.18%
5 Healthcare 8.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$892K 0.18%
4,092
-6
77
$878K 0.17%
9,577
+213
78
$876K 0.17%
+6,906
79
$865K 0.17%
12,550
-13
80
$862K 0.17%
6,053
-44
81
$862K 0.17%
5,605
+3,250
82
$855K 0.17%
5,412
+30
83
$849K 0.17%
+2,883
84
$846K 0.17%
3,068
+14
85
$837K 0.16%
6,736
-6
86
$835K 0.16%
8,132
-41
87
$809K 0.16%
+4,489
88
$799K 0.16%
11,218
+3,574
89
$796K 0.16%
+21,829
90
$794K 0.16%
3,631
+11
91
$788K 0.16%
8,569
+2,976
92
$785K 0.15%
9,701
+4,854
93
$780K 0.15%
3,032
-67
94
$779K 0.15%
7,893
-185
95
$772K 0.15%
11,338
-27
96
$772K 0.15%
5,567
-7
97
$748K 0.15%
7,799
+2,547
98
$741K 0.15%
+3,179
99
$731K 0.14%
5,423
+1,697
100
$724K 0.14%
4,906
+241
2 3
4
5 6