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
$294M
AUM Growth
-$16.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
337
New
Increased
Reduced
Closed

Top Buys

1
+$6.15M
2
+$5.95M
3
+$5.85M
4
HPQ icon
HP
HPQ
+$5.81M
5
TRMB icon
Trimble
TRMB
+$5.68M

Top Sells

1
+$8.7M
2
+$7.18M
3
+$6.94M
4
KO icon
Coca-Cola
KO
+$6.85M
5
CLX icon
Clorox
CLX
+$6.69M

Sector Composition

1 Industrials 19.75%
2 Technology 15.64%
3 Consumer Staples 14.25%
4 Financials 11.58%
5 Healthcare 7.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$119K 0.04%
+2,536
102
$118K 0.04%
1,312
103
$105K 0.04%
1,600
104
$105K 0.04%
1,826
+313
105
$105K 0.04%
2,121
-738
106
$98K 0.03%
500
107
$92K 0.03%
+872
108
$80K 0.03%
+5,309
109
$79K 0.03%
+1,376
110
$76K 0.03%
645
+76
111
$73K 0.02%
+3,526
112
$72K 0.02%
51
+40
113
$69K 0.02%
2,527
+2,173
114
$67K 0.02%
941
+693
115
$64K 0.02%
931
-571
116
$63K 0.02%
667
117
$62K 0.02%
388
-41,649
118
$60K 0.02%
+1,454
119
$59K 0.02%
1,196
+902
120
$57K 0.02%
4,864
+3,645
121
$57K 0.02%
590
-110
122
$56K 0.02%
4,756
-507,912
123
$52K 0.02%
1,306
-99
124
$50K 0.02%
1,898
+52
125
$47K 0.02%
2,177
3 4
5
6 7