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
$371M
AUM Growth
+$41.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
333
New
Increased
Reduced
Closed

Top Buys

1
+$6.1M
2
+$5.97M
3
+$5.48M
4
MS icon
Morgan Stanley
MS
+$5.32M
5
SPG icon
Simon Property Group
SPG
+$5.3M

Top Sells

1
+$6.05M
2
+$5.87M
3
+$5.13M
4
UNP icon
Union Pacific
UNP
+$4.94M
5
IP icon
International Paper
IP
+$4.82M

Sector Composition

1 Financials 18.49%
2 Technology 18.33%
3 Healthcare 11.79%
4 Industrials 10.06%
5 Real Estate 8.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$515K 0.14%
562
+57
102
$514K 0.14%
5,993
-1,586
103
$514K 0.14%
1,431
+180
104
$504K 0.14%
1,061
+887
105
$498K 0.13%
3,117
106
$497K 0.13%
1,704
+235
107
$496K 0.13%
2,223
108
$495K 0.13%
30,142
-15
109
$485K 0.13%
2,597
+658
110
$485K 0.13%
727
-21
111
$483K 0.13%
7,159
+82
112
$471K 0.13%
4,371
+299
113
$458K 0.12%
8,256
+1,340
114
$457K 0.12%
+2,498
115
$453K 0.12%
+2,254
116
$450K 0.12%
7,097
+1,423
117
$450K 0.12%
+12,292
118
$449K 0.12%
+1,822
119
$442K 0.12%
8,797
+632
120
$442K 0.12%
1,710
-83
121
$442K 0.12%
7,541
+959
122
$441K 0.12%
5,656
+436
123
$440K 0.12%
14,970
-1,560
124
$438K 0.12%
6,475
+6,421
125
$438K 0.12%
681
-43
3 4
5
6 7