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
$272M
AUM Growth
+$46.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
346
New
Increased
Reduced
Closed

Top Buys

1
+$6.46M
2
+$5.38M
3
+$5.3M
4
CAH icon
Cardinal Health
CAH
+$5M
5
MTD icon
Mettler-Toledo International
MTD
+$4.87M

Top Sells

1
+$6.44M
2
+$4.56M
3
+$4.16M
4
ROST icon
Ross Stores
ROST
+$4.03M
5
DIS icon
Walt Disney
DIS
+$3.94M

Sector Composition

1 Technology 23.4%
2 Healthcare 18.72%
3 Financials 12.56%
4 Consumer Staples 11.35%
5 Industrials 8.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$259K 0.1%
1,322
+231
127
$258K 0.09%
2,519
-13
128
$253K 0.09%
1,389
+400
129
$250K 0.09%
+4,231
130
$245K 0.09%
+445
131
$244K 0.09%
7,249
-823
132
$241K 0.09%
2,921
133
$236K 0.09%
1,521
+607
134
$236K 0.09%
4,404
-144
135
$232K 0.09%
698
+29
136
$231K 0.08%
1,203
+240
137
$230K 0.08%
+1,359
138
$223K 0.08%
8,660
139
$222K 0.08%
6,901
-192
140
$221K 0.08%
4,624
141
$218K 0.08%
5,619
-573
142
$217K 0.08%
1,232
+397
143
$215K 0.08%
1,664
-65
144
$212K 0.08%
3,388
+188
145
$209K 0.08%
2,425
146
$207K 0.08%
3,853
-114
147
$206K 0.08%
7,529
-204
148
$206K 0.08%
1,560
149
$205K 0.08%
+3,601
150
$203K 0.07%
+879
4 5
6
7 8