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
$425M
AUM Growth
-$34.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
202
New
Increased
Reduced
Closed

Top Buys

1
+$9.99M
2
+$9.44M
3
+$8.81M
4
LH icon
Labcorp
LH
+$8.2M
5
MIDD icon
Middleby
MIDD
+$8.08M

Top Sells

1
+$10.6M
2
+$10.6M
3
+$10.2M
4
VNO icon
Vornado Realty Trust
VNO
+$9.53M
5
DD
Du Pont De Nemours E I
DD
+$9.2M

Sector Composition

1 Healthcare 28.99%
2 Consumer Staples 11.64%
3 Technology 10.93%
4 Consumer Discretionary 10.08%
5 Industrials 9.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$35K 0.01%
470
+180
102
$33K 0.01%
395
103
$29K 0.01%
1,200
104
$26K 0.01%
200
105
$25K 0.01%
209
106
$24K 0.01%
3,150
+1,818
107
$24K 0.01%
489
+29
108
$23K 0.01%
425
109
$20K ﹤0.01%
200
110
$20K ﹤0.01%
380
-919
111
$20K ﹤0.01%
513
-1,320
112
$20K ﹤0.01%
1,195
-2,853
113
$19K ﹤0.01%
750
-1,571
114
$19K ﹤0.01%
989
-2,148
115
$19K ﹤0.01%
424
-957
116
$19K ﹤0.01%
633
-1,434
117
$19K ﹤0.01%
826
-1,878
118
$16K ﹤0.01%
413
-115
119
$15K ﹤0.01%
+985
120
$14K ﹤0.01%
1,000
121
$14K ﹤0.01%
323
+158
122
$13K ﹤0.01%
1,063
+8
123
$12K ﹤0.01%
378
-753
124
$11K ﹤0.01%
340
125
$10K ﹤0.01%
409
3 4
5
6 7