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
$475M
AUM Growth
+$7.07M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
466
New
Increased
Reduced
Closed

Top Buys

1
+$9.8M
2
+$9.51M
3
+$9.29M
4
BMY icon
Bristol-Myers Squibb
BMY
+$7.76M
5
XEL icon
Xcel Energy
XEL
+$7.45M

Top Sells

1
+$8.83M
2
+$8.73M
3
+$8.07M
4
AA icon
Alcoa
AA
+$7.51M
5
DHI icon
D.R. Horton
DHI
+$7.3M

Sector Composition

1 Financials 19.81%
2 Technology 18.49%
3 Communication Services 12.21%
4 Industrials 8.98%
5 Consumer Discretionary 8.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$549K 0.12%
1,940
+38
127
$544K 0.11%
3,726
+926
128
$544K 0.11%
+12,781
129
$542K 0.11%
9,071
+109
130
$540K 0.11%
+1,980
131
$539K 0.11%
6,143
-152
132
$539K 0.11%
4,070
+4,055
133
$538K 0.11%
1,111
-14
134
$538K 0.11%
5,252
-1
135
$537K 0.11%
+8,824
136
$532K 0.11%
1,074
-18
137
$530K 0.11%
8,078
-27
138
$525K 0.11%
1,967
+1,963
139
$524K 0.11%
+6,207
140
$518K 0.11%
8,390
+12
141
$513K 0.11%
+14,330
142
$511K 0.11%
3,054
-65
143
$508K 0.11%
+1,117
144
$507K 0.11%
1,655
+2
145
$502K 0.11%
+7,126
146
$500K 0.11%
+23,564
147
$498K 0.1%
2,881
-25
148
$495K 0.1%
13,816
+462
149
$492K 0.1%
32,803
-302
150
$491K 0.1%
5,587
+13
4 5
6
7 8