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
$294M
AUM Growth
-$16.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
337
New
Increased
Reduced
Closed

Top Buys

1
+$6.15M
2
+$5.95M
3
+$5.85M
4
HPQ icon
HP
HPQ
+$5.81M
5
TRMB icon
Trimble
TRMB
+$5.68M

Top Sells

1
+$8.7M
2
+$7.18M
3
+$6.94M
4
KO icon
Coca-Cola
KO
+$6.85M
5
CLX icon
Clorox
CLX
+$6.69M

Sector Composition

1 Industrials 19.75%
2 Technology 15.64%
3 Consumer Staples 14.25%
4 Financials 11.58%
5 Healthcare 7.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$47K 0.02%
2,337
127
$46K 0.02%
1,399
128
$45K 0.02%
2,596
129
$45K 0.02%
1,864
130
$43K 0.01%
16,200
+7,040
131
$42K 0.01%
255
132
$42K 0.01%
593
133
$41K 0.01%
1,428
134
$41K 0.01%
28
135
$37K 0.01%
2,223
136
$35K 0.01%
1,009
+441
137
$34K 0.01%
373
+151
138
$33K 0.01%
665
+297
139
$33K 0.01%
111
+34
140
$32K 0.01%
209
141
$32K 0.01%
534
+240
142
$31K 0.01%
303
+137
143
$31K 0.01%
251
+114
144
$30K 0.01%
1,222
+555
145
$30K 0.01%
417
+190
146
$29K 0.01%
4,774
+2,177
147
$29K 0.01%
316
+142
148
$29K 0.01%
1,736
+792
149
$29K 0.01%
124
+59
150
$29K 0.01%
548
+247
4 5
6
7 8