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
$274M
AUM Growth
+$3.17M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
380
New
Increased
Reduced
Closed

Top Buys

1
+$5.34M
2
+$5M
3
+$4.72M
4
VMW
VMware, Inc
VMW
+$4.59M
5
ABT icon
Abbott
ABT
+$4.52M

Top Sells

1
+$7.88M
2
+$6.01M
3
+$5.73M
4
AMP icon
Ameriprise Financial
AMP
+$5.34M
5
TRMB icon
Trimble
TRMB
+$4.77M

Sector Composition

1 Technology 25.5%
2 Consumer Discretionary 16.14%
3 Financials 13.84%
4 Healthcare 12.18%
5 Industrials 10.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$301K 0.11%
5,923
-113
127
$293K 0.11%
5,159
-58
128
$293K 0.11%
10,180
-104
129
$292K 0.11%
6,745
-2,760
130
$278K 0.1%
3,797
-949
131
$270K 0.1%
761
-78
132
$265K 0.1%
4,913
133
$256K 0.09%
4,327
-49
134
$250K 0.09%
3,607
-35
135
$250K 0.09%
6,244
-598
136
$244K 0.09%
4,997
-59
137
$240K 0.09%
7,876
-57
138
$237K 0.09%
16,792
-133
139
$237K 0.09%
7,775
-56
140
$229K 0.08%
12,150
-606
141
$228K 0.08%
2,680
+20
142
$226K 0.08%
9,976
-66
143
$224K 0.08%
7,752
-104
144
$221K 0.08%
+736
145
$215K 0.08%
8,660
146
$215K 0.08%
1,079
-56
147
$211K 0.08%
+8,776
148
$205K 0.07%
3,130
-168
149
$200K 0.07%
3,960
+18
150
$193K 0.07%
2,983
-184
4 5
6
7 8