CIM

Contravisory Investment Management Portfolio holdings

AUM $505M
1-Year Est. Return 22.57%
This Quarter Est. Return
1 Year Est. Return
+22.57%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$508M
AUM Growth
+$33.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
461
New
Increased
Reduced
Closed

Top Buys

1
+$9.75M
2
+$9.26M
3
+$9.06M
4
IBM icon
IBM
IBM
+$9.05M
5
USFD icon
US Foods
USFD
+$8.41M

Top Sells

1
+$9.92M
2
+$9.29M
3
+$8.64M
4
PNC icon
PNC Financial Services
PNC
+$8.15M
5
FITB icon
Fifth Third Bancorp
FITB
+$7.78M

Sector Composition

1 Financials 19.4%
2 Technology 16.5%
3 Communication Services 14.51%
4 Industrials 10.18%
5 Healthcare 8.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$565K 0.11%
+5,709
127
$560K 0.11%
5,979
128
$554K 0.11%
1,185
+1,180
129
$554K 0.11%
1,267
-1
130
$553K 0.11%
+3,078
131
$551K 0.11%
2,694
+137
132
$548K 0.11%
32,684
-119
133
$539K 0.11%
14,654
+838
134
$536K 0.11%
11,030
+553
135
$535K 0.11%
8,846
-30
136
$535K 0.11%
2,004
+64
137
$530K 0.1%
+16,336
138
$526K 0.1%
+4,595
139
$523K 0.1%
+4,951
140
$520K 0.1%
3,579
-25
141
$514K 0.1%
+39,878
142
$514K 0.1%
3,912
+567
143
$512K 0.1%
8,114
-30
144
$511K 0.1%
+25,720
145
$509K 0.1%
+27,179
146
$508K 0.1%
3,433
-12
147
$506K 0.1%
7,156
+326
148
$504K 0.1%
+3,334
149
$498K 0.1%
+2,074
150
$498K 0.1%
+7,826
4 5
6
7 8