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
$232M
AUM Growth
-$46.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
362
New
Increased
Reduced
Closed

Top Buys

1
+$4.51M
2
+$4.23M
3
+$4.08M
4
BMRN icon
BioMarin Pharmaceuticals
BMRN
+$3.97M
5
SYY icon
Sysco
SYY
+$3.54M

Top Sells

1
+$7.67M
2
+$5.18M
3
+$4.61M
4
WLK icon
Westlake Corp
WLK
+$4.58M
5
MB
MINDBODY, Inc. Class A Common Stock
MB
+$4.57M

Sector Composition

1 Technology 25.27%
2 Healthcare 18.75%
3 Financials 10.86%
4 Consumer Discretionary 9.61%
5 Consumer Staples 7.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$242K 0.1%
+18,701
127
$237K 0.1%
783
+22
128
$235K 0.1%
3,082
+184
129
$231K 0.1%
4,553
+1,400
130
$227K 0.1%
2,917
-5,065
131
$224K 0.1%
18,768
-2,348
132
$224K 0.1%
1,080
+56
133
$216K 0.09%
8,660
134
$214K 0.09%
4,658
-308
135
$209K 0.09%
1,796
+96
136
$207K 0.09%
+6,681
137
$202K 0.09%
3,932
+298
138
$199K 0.09%
7,522
-497
139
$195K 0.08%
7,431
-485
140
$195K 0.08%
1,671
+96
141
$193K 0.08%
3,161
+168
142
$192K 0.08%
5,393
-357
143
$187K 0.08%
778
+42
144
$186K 0.08%
8,405
-552
145
$182K 0.08%
7,896
-522
146
$178K 0.08%
714
+613
147
$149K 0.06%
7,729
+409
148
$148K 0.06%
2,822
+164
149
$145K 0.06%
2,347
+150
150
$143K 0.06%
3,940
+252
4 5
6
7 8