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
$481M
AUM Growth
+$30.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
151
New
Increased
Reduced
Closed

Top Buys

1
+$11.2M
2
+$11.2M
3
+$10.9M
4
VIAV icon
Viavi Solutions
VIAV
+$10.9M
5
HCC
HCC INSURANCES HOLDINGS INC
HCC
+$10.8M

Top Sells

1
+$11.2M
2
+$10.9M
3
+$10.9M
4
VMC icon
Vulcan Materials
VMC
+$10.7M
5
AMT icon
American Tower
AMT
+$10.5M

Sector Composition

1 Financials 23.34%
2 Industrials 16.38%
3 Healthcare 11.65%
4 Consumer Discretionary 9.92%
5 Energy 7.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$8K ﹤0.01%
300
102
$7K ﹤0.01%
30
103
$6K ﹤0.01%
320
104
$5K ﹤0.01%
85
105
$5K ﹤0.01%
300
106
$5K ﹤0.01%
100
107
$5K ﹤0.01%
60
108
$5K ﹤0.01%
160
-7,800
109
$5K ﹤0.01%
165
110
$4K ﹤0.01%
192
111
$2K ﹤0.01%
90
112
$2K ﹤0.01%
+100
113
$2K ﹤0.01%
48
114
$2K ﹤0.01%
300
115
$2K ﹤0.01%
60
116
$1K ﹤0.01%
31
117
$1K ﹤0.01%
2,240
118
$1K ﹤0.01%
420
119
$1K ﹤0.01%
116
120
$0 ﹤0.01%
28
121
– –
-138,187
122
– –
-163,650
123
– –
-1
124
– –
-143,333
125
– –
-260
2 3 4
5
6