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
$343M
AUM Growth
-$33M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
249
New
Increased
Reduced
Closed

Top Buys

1
+$10.1M
2
+$9.87M
3
+$8.59M
4
MDLZ icon
Mondelez International
MDLZ
+$8.19M
5
BAH icon
Booz Allen Hamilton
BAH
+$6.98M

Top Sells

1
+$13M
2
+$12.9M
3
+$12M
4
BRCM
BROADCOM CORP CL-A
BRCM
+$10.9M
5
CVS icon
CVS Health
CVS
+$10.8M

Sector Composition

1 Consumer Staples 21.59%
2 Financials 12.14%
3 Consumer Discretionary 11.15%
4 Technology 9.91%
5 Healthcare 9.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$34K 0.01%
223
102
$34K 0.01%
1,274
+74
103
$32K 0.01%
+998
104
$32K 0.01%
1,809
105
$31K 0.01%
783
106
$31K 0.01%
1,275
+18
107
$30K 0.01%
214
+14
108
$30K 0.01%
618
+14
109
$30K 0.01%
1,176
+24
110
$30K 0.01%
651
+9
111
$29K 0.01%
979
+16
112
$24K 0.01%
1,502
+23
113
$23K 0.01%
425
114
$22K 0.01%
218
115
$20K 0.01%
598
+24
116
$16K ﹤0.01%
+322
117
$14K ﹤0.01%
1,000
118
$14K ﹤0.01%
487
119
$12K ﹤0.01%
675
120
$10K ﹤0.01%
1,084
+12
121
$10K ﹤0.01%
221
-19
122
$9K ﹤0.01%
315
123
$9K ﹤0.01%
114
124
$9K ﹤0.01%
354
125
$8K ﹤0.01%
681
3 4
5
6 7