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
$509M
AUM Growth
-$11.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
171
New
Increased
Reduced
Closed

Top Buys

1
+$13.6M
2
+$13.3M
3
+$12.2M
4
BDC icon
Belden
BDC
+$10.7M
5
BMY icon
Bristol-Myers Squibb
BMY
+$9.95M

Top Sells

1
+$13.5M
2
+$12.6M
3
+$11.9M
4
VRSK icon
Verisk Analytics
VRSK
+$11.9M
5
F icon
Ford
F
+$11.7M

Sector Composition

1 Healthcare 18.65%
2 Financials 16.35%
3 Technology 16.25%
4 Industrials 14.23%
5 Communication Services 9.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$33K 0.01%
1,200
102
$26K 0.01%
209
103
$25K ﹤0.01%
200
104
$25K ﹤0.01%
+571
105
$21K ﹤0.01%
+290
106
$20K ﹤0.01%
425
107
$20K ﹤0.01%
+367
108
$19K ﹤0.01%
+581
109
$17K ﹤0.01%
+340
110
$17K ﹤0.01%
354
111
$16K ﹤0.01%
+329
112
$16K ﹤0.01%
200
113
$16K ﹤0.01%
1,000
-730,526
114
$16K ﹤0.01%
+284
115
$16K ﹤0.01%
+484
116
$16K ﹤0.01%
+180
117
$15K ﹤0.01%
410
118
$15K ﹤0.01%
675
119
$15K ﹤0.01%
+345
120
$14K ﹤0.01%
+275
121
$14K ﹤0.01%
+550
122
$14K ﹤0.01%
1,011
123
$14K ﹤0.01%
+1,000
124
$12K ﹤0.01%
+165
125
$11K ﹤0.01%
409
3 4
5
6 7