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
$326M
AUM Growth
-$16.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
243
New
Increased
Reduced
Closed

Top Buys

1
+$7.84M
2
+$7.73M
3
+$7.18M
4
WTRG icon
Essential Utilities
WTRG
+$7.16M
5
COST icon
Costco
COST
+$6.93M

Top Sells

1
+$10.3M
2
+$9.13M
3
+$8.19M
4
WBS icon
Webster Financial
WBS
+$7.36M
5
NFLX icon
Netflix
NFLX
+$6.9M

Sector Composition

1 Consumer Staples 25.18%
2 Technology 11.77%
3 Industrials 11.61%
4 Financials 10.81%
5 Healthcare 9.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$40K 0.01%
1,718
+443
102
$38K 0.01%
1,047
+264
103
$38K 0.01%
1,600
+424
104
$35K 0.01%
953
-2,883
105
$35K 0.01%
1,274
106
$34K 0.01%
223
107
$32K 0.01%
26
-116
108
$31K 0.01%
214
109
$29K 0.01%
2,042
+540
110
$28K 0.01%
816
+218
111
$23K 0.01%
+499
112
$23K 0.01%
323
-188
113
$22K 0.01%
+592
114
$20K 0.01%
425
115
$20K 0.01%
200
-18
116
$20K 0.01%
420
+98
117
$16K ﹤0.01%
487
118
$15K ﹤0.01%
380
+65
119
$13K ﹤0.01%
1,000
120
$12K ﹤0.01%
675
121
$11K ﹤0.01%
129
+27
122
$11K ﹤0.01%
144
+30
123
$11K ﹤0.01%
+222
124
$11K ﹤0.01%
239
+18
125
$10K ﹤0.01%
872
+191
3 4
5
6 7