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
$326M
AUM Growth
-$16.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
243
New
Increased
Reduced
Closed

Top Buys

1
+$7.84M
2
+$7.73M
3
+$7.18M
4
WTRG icon
Essential Utilities
WTRG
+$7.16M
5
COST icon
Costco
COST
+$6.93M

Top Sells

1
+$10.3M
2
+$9.13M
3
+$8.19M
4
WBS icon
Webster Financial
WBS
+$7.36M
5
NFLX icon
Netflix
NFLX
+$6.9M

Sector Composition

1 Consumer Staples 25.18%
2 Technology 11.77%
3 Industrials 11.61%
4 Financials 10.81%
5 Healthcare 9.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$10K ﹤0.01%
158
+42
127
$10K ﹤0.01%
112
+30
128
$9K ﹤0.01%
+460
129
$9K ﹤0.01%
354
130
$6K ﹤0.01%
240
+150
131
$6K ﹤0.01%
+42
132
$5K ﹤0.01%
57
+34
133
$5K ﹤0.01%
37
+23
134
$5K ﹤0.01%
96
+54
135
$5K ﹤0.01%
164
136
$5K ﹤0.01%
49
137
$4K ﹤0.01%
100
138
$3K ﹤0.01%
23
139
$3K ﹤0.01%
80
140
$3K ﹤0.01%
55
141
$3K ﹤0.01%
+45
142
$3K ﹤0.01%
+30
143
$3K ﹤0.01%
+57
144
$3K ﹤0.01%
31
145
$3K ﹤0.01%
+29
146
$3K ﹤0.01%
+61
147
$3K ﹤0.01%
+49
148
$3K ﹤0.01%
60
149
$3K ﹤0.01%
47
150
$3K ﹤0.01%
+35
4 5
6
7 8