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
$371M
AUM Growth
+$41.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
333
New
Increased
Reduced
Closed

Top Buys

1
+$6.1M
2
+$5.97M
3
+$5.48M
4
MS icon
Morgan Stanley
MS
+$5.32M
5
SPG icon
Simon Property Group
SPG
+$5.3M

Top Sells

1
+$6.05M
2
+$5.87M
3
+$5.13M
4
UNP icon
Union Pacific
UNP
+$4.94M
5
IP icon
International Paper
IP
+$4.82M

Sector Composition

1 Financials 18.49%
2 Technology 18.33%
3 Healthcare 11.79%
4 Industrials 10.06%
5 Real Estate 8.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$437K 0.12%
4,051
+3,701
127
$437K 0.12%
+813
128
$435K 0.12%
4,283
-59
129
$432K 0.12%
988
130
$431K 0.12%
7,056
+348
131
$428K 0.12%
+2,476
132
$427K 0.12%
+3,276
133
$425K 0.11%
+2,547
134
$418K 0.11%
2,043
-681
135
$417K 0.11%
3,942
-1,658
136
$416K 0.11%
12,416
+145
137
$414K 0.11%
2,508
+507
138
$411K 0.11%
+3,588
139
$410K 0.11%
16,107
+1,275
140
$408K 0.11%
1,159
+47
141
$406K 0.11%
+4,045
142
$406K 0.11%
8,254
-225
143
$404K 0.11%
7,098
+571
144
$403K 0.11%
+5,906
145
$400K 0.11%
10,299
+846
146
$397K 0.11%
1,181
+79
147
$395K 0.11%
7,630
+5,474
148
$394K 0.11%
13,542
+1,053
149
$389K 0.11%
+4,181
150
$389K 0.11%
+8,265
4 5
6
7 8