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
$279M
AUM Growth
+$4.44M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
382
New
Increased
Reduced
Closed

Top Buys

1
+$4.61M
2
+$4.57M
3
+$4.51M
4
ESRX
Express Scripts Holding Company
ESRX
+$4.49M
5
UHS icon
Universal Health Services
UHS
+$4.24M

Top Sells

1
+$5.42M
2
+$4.55M
3
+$4.48M
4
ALV icon
Autoliv
ALV
+$4.38M
5
PUK icon
Prudential
PUK
+$3.89M

Sector Composition

1 Technology 26.3%
2 Healthcare 15.61%
3 Consumer Discretionary 11.32%
4 Financials 10.99%
5 Industrials 8.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$346K 0.12%
2,909
+2,878
102
$341K 0.12%
3,349
-18
103
$340K 0.12%
3,926
+3,878
104
$336K 0.12%
4,623
-30
105
$320K 0.11%
1,642
-11
106
$319K 0.11%
5,128
+94
107
$318K 0.11%
1,790
-40
108
$317K 0.11%
+2,440
109
$315K 0.11%
34,700
-250
110
$315K 0.11%
13,776
-100
111
$311K 0.11%
+1,692
112
$306K 0.11%
+2,417
113
$305K 0.11%
+2,740
114
$305K 0.11%
2,397
-13
115
$302K 0.11%
+20,852
116
$300K 0.11%
2,079
-14
117
$298K 0.11%
+2,281
118
$295K 0.11%
+5,033
119
$292K 0.1%
+2,611
120
$291K 0.1%
+10,104
121
$288K 0.1%
4,954
-43
122
$286K 0.1%
7,256
-46
123
$284K 0.1%
+14,921
124
$283K 0.1%
6,022
125
$280K 0.1%
+17,849
3 4
5
6 7