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
$495M
AUM Growth
+$15.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
182
New
Increased
Reduced
Closed

Top Buys

1
+$12.5M
2
+$11.4M
3
+$11.3M
4
BUD icon
AB InBev
BUD
+$11.3M
5
BK icon
Bank of New York Mellon
BK
+$10.2M

Top Sells

1
+$13.5M
2
+$10.9M
3
+$10.7M
4
HAL icon
Halliburton
HAL
+$8.79M
5
GG
Goldcorp Inc
GG
+$8.37M

Sector Composition

1 Healthcare 23.73%
2 Technology 19.2%
3 Industrials 9.85%
4 Materials 9.55%
5 Consumer Staples 9.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$9K ﹤0.01%
+130
127
$8K ﹤0.01%
308
128
$8K ﹤0.01%
+150
129
$8K ﹤0.01%
360
130
$8K ﹤0.01%
230
131
$8K ﹤0.01%
188
+58
132
$8K ﹤0.01%
46
133
$8K ﹤0.01%
80
134
$8K ﹤0.01%
65
135
$8K ﹤0.01%
+171
136
$8K ﹤0.01%
+70
137
$8K ﹤0.01%
50
138
$7K ﹤0.01%
220
139
$7K ﹤0.01%
125
140
$7K ﹤0.01%
70
141
$7K ﹤0.01%
100
142
$7K ﹤0.01%
124
-200
143
$7K ﹤0.01%
180
144
$7K ﹤0.01%
+300
145
$6K ﹤0.01%
100
146
$6K ﹤0.01%
175
147
$5K ﹤0.01%
125
148
$5K ﹤0.01%
135
149
$5K ﹤0.01%
59
150
$5K ﹤0.01%
140
4 5
6
7 8