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
$509M
AUM Growth
-$11.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
171
New
Increased
Reduced
Closed

Top Buys

1
+$13.6M
2
+$13.3M
3
+$12.2M
4
BDC icon
Belden
BDC
+$10.7M
5
BMY icon
Bristol-Myers Squibb
BMY
+$9.95M

Top Sells

1
+$13.5M
2
+$12.6M
3
+$11.9M
4
VRSK icon
Verisk Analytics
VRSK
+$11.9M
5
F icon
Ford
F
+$11.7M

Sector Composition

1 Healthcare 18.65%
2 Financials 16.35%
3 Technology 16.25%
4 Industrials 14.23%
5 Communication Services 9.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$10K ﹤0.01%
+3,264
127
$9K ﹤0.01%
46
128
$9K ﹤0.01%
+420
129
$8K ﹤0.01%
30
130
$8K ﹤0.01%
320
131
$8K ﹤0.01%
95
132
$8K ﹤0.01%
110
133
$8K ﹤0.01%
300
134
$7K ﹤0.01%
+200
135
$6K ﹤0.01%
85
136
$6K ﹤0.01%
100
137
$6K ﹤0.01%
60
138
$6K ﹤0.01%
160
139
$6K ﹤0.01%
+82
140
$6K ﹤0.01%
165
141
$5K ﹤0.01%
300
142
$4K ﹤0.01%
192
143
$3K ﹤0.01%
100
144
$2K ﹤0.01%
90
145
$2K ﹤0.01%
48
146
$2K ﹤0.01%
60
147
$2K ﹤0.01%
404
148
$1K ﹤0.01%
28
149
$1K ﹤0.01%
31
150
$1K ﹤0.01%
2,240
3 4 5
6
7