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
$272M
AUM Growth
+$46.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
346
New
Increased
Reduced
Closed

Top Buys

1
+$6.46M
2
+$5.38M
3
+$5.3M
4
CAH icon
Cardinal Health
CAH
+$5M
5
MTD icon
Mettler-Toledo International
MTD
+$4.87M

Top Sells

1
+$6.44M
2
+$4.56M
3
+$4.16M
4
ROST icon
Ross Stores
ROST
+$4.03M
5
DIS icon
Walt Disney
DIS
+$3.94M

Sector Composition

1 Technology 23.4%
2 Healthcare 18.72%
3 Financials 12.56%
4 Consumer Staples 11.35%
5 Industrials 8.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$306K 0.11%
3,050
+2,906
102
$302K 0.11%
3,377
+905
103
$296K 0.11%
+2,087
104
$296K 0.11%
+2,373
105
$295K 0.11%
2,748
+766
106
$293K 0.11%
+8,944
107
$285K 0.1%
+1,919
108
$285K 0.1%
+2,513
109
$284K 0.1%
+5,932
110
$283K 0.1%
+2,851
111
$283K 0.1%
+2,180
112
$283K 0.1%
+1,699
113
$282K 0.1%
1,670
+1,648
114
$281K 0.1%
+4,694
115
$280K 0.1%
1,329
116
$278K 0.1%
913
+273
117
$276K 0.1%
5,348
-28
118
$274K 0.1%
3,953
+3,901
119
$271K 0.1%
+3,475
120
$269K 0.1%
1,403
+1,384
121
$269K 0.1%
4,539
+2,279
122
$268K 0.1%
+2,947
123
$267K 0.1%
+4,190
124
$265K 0.1%
+9,675
125
$265K 0.1%
+2,056
3 4
5
6 7