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
$495M
AUM Growth
+$15.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
182
New
Increased
Reduced
Closed

Top Buys

1
+$12.5M
2
+$11.4M
3
+$11.3M
4
BUD icon
AB InBev
BUD
+$11.3M
5
BK icon
Bank of New York Mellon
BK
+$10.2M

Top Sells

1
+$13.5M
2
+$10.9M
3
+$10.7M
4
HAL icon
Halliburton
HAL
+$8.79M
5
GG
Goldcorp Inc
GG
+$8.37M

Sector Composition

1 Healthcare 23.73%
2 Technology 19.2%
3 Industrials 9.85%
4 Materials 9.55%
5 Consumer Staples 9.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$23K ﹤0.01%
595
-227,306
102
$22K ﹤0.01%
1,680
-815,552
103
$21K ﹤0.01%
425
104
$21K ﹤0.01%
1,159
-461,852
105
$19K ﹤0.01%
200
106
$17K ﹤0.01%
524
-247,634
107
$16K ﹤0.01%
1,000
108
$15K ﹤0.01%
1,039
+7
109
$15K ﹤0.01%
354
110
$15K ﹤0.01%
185
-65
111
$14K ﹤0.01%
+200
112
$13K ﹤0.01%
+270
113
$13K ﹤0.01%
+986
114
$13K ﹤0.01%
+175
115
$12K ﹤0.01%
675
116
$12K ﹤0.01%
+200
117
$12K ﹤0.01%
+187
118
$11K ﹤0.01%
408
119
$11K ﹤0.01%
+285
120
$11K ﹤0.01%
138
+63
121
$10K ﹤0.01%
409
122
$10K ﹤0.01%
340
+60
123
$9K ﹤0.01%
99
-35
124
$9K ﹤0.01%
320
125
$9K ﹤0.01%
+106
3 4
5
6 7