CIM

Contravisory Investment Management Portfolio holdings

AUM $505M
1-Year Est. Return 22.57%
This Quarter Est. Return
1 Year Est. Return
+22.57%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$425M
AUM Growth
-$34.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
202
New
Increased
Reduced
Closed

Top Buys

1
+$9.99M
2
+$9.44M
3
+$8.81M
4
LH icon
Labcorp
LH
+$8.2M
5
MIDD icon
Middleby
MIDD
+$8.08M

Top Sells

1
+$10.6M
2
+$10.6M
3
+$10.2M
4
VNO icon
Vornado Realty Trust
VNO
+$9.53M
5
DD
Du Pont De Nemours E I
DD
+$9.2M

Sector Composition

1 Healthcare 28.99%
2 Consumer Staples 11.64%
3 Technology 10.93%
4 Consumer Discretionary 10.08%
5 Industrials 9.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$10K ﹤0.01%
354
127
$10K ﹤0.01%
70
128
$10K ﹤0.01%
48
-54
129
$9K ﹤0.01%
70
130
$9K ﹤0.01%
360
131
$9K ﹤0.01%
675
132
$9K ﹤0.01%
+150
133
$9K ﹤0.01%
50
134
$9K ﹤0.01%
80
135
$8K ﹤0.01%
308
136
$8K ﹤0.01%
150
137
$8K ﹤0.01%
320
138
$8K ﹤0.01%
46
139
$7K ﹤0.01%
145
140
$7K ﹤0.01%
100
141
$7K ﹤0.01%
65
142
$7K ﹤0.01%
+250
143
$6K ﹤0.01%
+160
144
$6K ﹤0.01%
120
145
$5K ﹤0.01%
82
-210
146
$5K ﹤0.01%
+101
147
$5K ﹤0.01%
82
-180
148
$5K ﹤0.01%
456
-945
149
$5K ﹤0.01%
8
-5
150
$5K ﹤0.01%
+158
4 5
6
7 8