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
$232M
AUM Growth
-$46.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
362
New
Increased
Reduced
Closed

Top Buys

1
+$4.51M
2
+$4.23M
3
+$4.08M
4
BMRN icon
BioMarin Pharmaceuticals
BMRN
+$3.97M
5
SYY icon
Sysco
SYY
+$3.54M

Top Sells

1
+$7.67M
2
+$5.18M
3
+$4.61M
4
WLK icon
Westlake Corp
WLK
+$4.58M
5
MB
MINDBODY, Inc. Class A Common Stock
MB
+$4.57M

Sector Composition

1 Technology 25.27%
2 Healthcare 18.75%
3 Financials 10.86%
4 Consumer Discretionary 9.61%
5 Consumer Staples 7.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$304K 0.13%
2,614
+174
102
$303K 0.13%
5,718
+278
103
$303K 0.13%
14,688
+912
104
$299K 0.13%
89,680
+3,440
105
$294K 0.13%
+4,807
106
$293K 0.13%
2,932
+192
107
$291K 0.13%
22,240
+1,388
108
$289K 0.12%
+6,718
109
$288K 0.12%
+3,717
110
$287K 0.12%
3,087
+178
111
$281K 0.12%
+1,823
112
$281K 0.12%
+2,740
113
$279K 0.12%
+5,776
114
$278K 0.12%
5,441
+314
115
$278K 0.12%
+10,314
116
$276K 0.12%
+5,150
117
$266K 0.11%
+11,909
118
$266K 0.11%
1,832
+140
119
$261K 0.11%
+14,159
120
$260K 0.11%
+4,253
121
$259K 0.11%
5,338
-684
122
$258K 0.11%
1,753
-37
123
$252K 0.11%
1,030
+1,025
124
$249K 0.11%
4,811
-317
125
$242K 0.1%
11,328
-822
3 4
5
6 7